Sign up free to preview peer percentile detail
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 | $4,601 | $64,010-92.8% | $108,359-95.8% | $64,340-92.8% |
| Participation rate | 87.3% | 49.4%+37.9pp | 70.1%+17.1pp | 55.2%+32.0pp |
| Annual return | 15.87% | 19.74%-3.9pp | 36.89%-21.0pp | 24.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,814 | $2,395-24.3% | $4,137-56.1% | $2,980-39.1% |
| Admin fee / account holder | $974 | $4,885-80.1% | $9,741-90.0% | $3,703-73.7% |