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.)
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 | $2,576 | $16,790-84.7% | $64,489-96.0% | $67,986-96.2% |
| Participation rate | 92.9% | 62.4%+30.4pp | 67.7%+25.2pp | 57.2%+35.6pp |
| Annual return | 16.12% | 30.55%-14.4pp | 55.03%-38.9pp | 31.67%-15.5pp |
| Employer contribution / active EE | $592 | $648-8.5% | $1,523-61.1% | $2,019-70.7% |
| Participant deferral / active EE | $1,600 | $1,510+5.9% | $2,778-42.4% | $3,358-52.3% |
| Admin fee / account holder | $908 | $1,690-46.2% | $4,260-78.7% | $3,203-71.6% |