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.
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 | $21,113 | $80,781-73.9% | $102,437-79.4% | $74,478-71.7% |
| Participation rate | 84.1% | 65.7%+18.5pp | 74.5%+9.6pp | 67.2%+16.9pp |
| Annual return | 10.50% | 27.58%-17.1pp | 24.95%-14.5pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $125 | $3,160-96.0% | $3,871-96.8% | $2,626-95.2% |
| Participant deferral / active EE | $2,057 | $3,862-46.7% | $5,060-59.4% | $4,350-52.7% |
| Admin fee / account holder | $2,582 | $2,372+8.8% | $8,388-69.2% | $1,946+32.7% |