Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,083 | $88,672-96.5% | $105,223-97.1% | $82,448-96.3% |
| Participation rate | 99.0% | 67.9%+31.0pp | 75.0%+23.9pp | 68.1%+30.9pp |
| Annual return | 31.79% | 30.86%+0.9pp | 180.65%-148.9pp | 41.64%-9.8pp |
| Employer contribution / active EE | $813 | $3,048-73.3% | $3,689-78.0% | $2,551-68.1% |
| Participant deferral / active EE | $1,844 | $4,036-54.3% | $5,072-63.6% | $4,139-55.4% |
| Admin fee / account holder | $476 | $7,146-93.3% | $8,859-94.6% | $7,234-93.4% |