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.
Employer 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.
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 | $26,477 | $52,450-49.5% | $129,397-79.5% | $74,429-64.4% |
| Participation rate | 92.9% | 53.8%+39.0pp | 69.6%+23.2pp | 67.2%+25.6pp |
| Annual return | 9.17% | 15.65%-6.5pp | 9453.98%-9444.8pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $338 | $1,532-77.9% | $4,154-91.9% | $2,625-87.1% |
| Participant deferral / active EE | $2,180 | $2,797-22.1% | $4,167-47.7% | $4,348-49.9% |
| Admin fee / account holder | $1,542 | $2,636-41.5% | $7,679-79.9% | $1,944-20.7% |