Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
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 | $44,489 | $106,524-58.2% | $152,301-70.8% | $87,485-49.1% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.4%-2.9pp | 68.9%+10.7pp |
| Annual return | 16.39% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,776 | $3,371-17.7% | $4,624-40.0% | $2,596+6.9% |
| Participant deferral / active EE | $5,374 | $6,525-17.6% | $8,004-32.9% | $4,274+25.8% |
| Admin fee / account holder | $1,688 | $8,287-79.6% | $14,398-88.3% | $7,775-78.3% |