Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,888 | $84,936-42.4% | $111,308-56.1% | $79,391-38.4% |
| Participation rate | 86.4% | 75.9%+10.6pp | 77.3%+9.1pp | 70.7%+15.7pp |
| Annual return | 6.23% | 17.45%-11.2pp | 54.67%-48.4pp | 116.88%-110.7pp |
| Employer contribution / active EE | $787 | $1,979-60.2% | $2,732-71.2% | $2,428-67.6% |
| Participant deferral / active EE | $2,461 | $3,888-36.7% | $4,487-45.2% | $4,046-39.2% |
| Admin fee / account holder | $3,861 | $537+618.7% | $7,965-51.5% | $627+516.2% |