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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $23,338 | $99,971-76.7% | $161,596-85.6% | $94,015-75.2% |
| Participation rate | 97.7% | 78.7%+19.0pp | 80.7%+17.0pp | 70.8%+26.9pp |
| Annual return | 11.05% | 15.93%-4.9pp | 389.92%-378.9pp | 17.84%-6.8pp |
| Employer contribution / active EE | $0 | $3,559-100.0% | $3,977-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,547 | $6,320-59.7% | $6,750-62.3% | $4,249-40.1% |
| Admin fee / account holder | $858 | $6,999-87.7% | $13,161-93.5% | $8,951-90.4% |