Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,982 | $45,343-86.8% | $150,298-96.0% | $67,986-91.2% |
| Participation rate | 93.7% | 51.9%+41.8pp | 77.8%+15.9pp | 57.2%+36.5pp |
| Annual return | 38.36% | 33.28%+5.1pp | 62.79%-24.4pp | 31.67%+6.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,508 | $2,055+22.1% | $5,453-54.0% | $3,358-25.3% |
| Admin fee / account holder | $558 | $2,250-75.2% | $14,116-96.0% | $3,203-82.6% |