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 | $15,547 | $82,133-81.1% | $147,318-89.4% | $64,097-75.7% |
| Participation rate | 75.9% | 62.3%+13.6pp | 82.1%-6.2pp | 55.2%+20.7pp |
| Annual return | 14.83% | 78.78%-64.0pp | 70.43%-55.6pp | 34.64%-19.8pp |
| Employer contribution / active EE | $1,433 | $2,872-50.1% | $4,593-68.8% | $1,891-24.2% |
| Participant deferral / active EE | $2,822 | $5,407-47.8% | $7,906-64.3% | $3,080-8.4% |
| Admin fee / account holder | $2,333 | $3,730-37.5% | $13,708-83.0% | $3,454-32.5% |