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.)
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 | $60,056 | $101,950-41.1% | $125,529-52.2% | $86,983-31.0% |
| Participation rate | 91.2% | 70.2%+21.0pp | 74.7%+16.5pp | 69.5%+21.7pp |
| Annual return | 14.80% | 18.29%-3.5pp | 202.56%-187.8pp | 25.83%-11.0pp |
| Employer contribution / active EE | $391 | $2,358-83.4% | $3,058-87.2% | $2,584-84.9% |
| Participant deferral / active EE | $3,460 | $3,862-10.4% | $4,813-28.1% | $4,194-17.5% |
| Admin fee / account holder | $8,413 | $12,791-34.2% | $16,298-48.4% | $7,856+7.1% |