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.)
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 | $25,896 | $74,538-65.3% | $92,805-72.1% | $65,306-60.3% |
| Participation rate | 84.3% | 76.3%+8.0pp | 83.5%+0.7pp | 57.7%+26.6pp |
| Annual return | 33.15% | 49.12%-16.0pp | 31.59%+1.6pp | 21.94%+11.2pp |
| Employer contribution / active EE | $3,435 | $2,362+45.4% | $3,424+0.3% | $1,967+74.6% |
| Participant deferral / active EE | $6,395 | $5,971+7.1% | $8,448-24.3% | $2,959+116.1% |
| Admin fee / account holder | $3,056 | $2,966+3.0% | $10,911-72.0% | $3,480-12.2% |