Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,434 | $88,360-46.3% | $145,433-67.4% | $67,986-30.2% |
| Participation rate | 77.7% | 65.5%+12.2pp | 82.1%-4.4pp | 57.2%+20.5pp |
| Annual return | 27.30% | 63.15%-35.9pp | 66.58%-39.3pp | 31.67%-4.4pp |
| Employer contribution / active EE | $4,262 | $3,054+39.6% | $4,554-6.4% | $2,019+111.1% |
| Participant deferral / active EE | $11,692 | $5,932+97.1% | $7,897+48.1% | $3,358+248.2% |
| Admin fee / account holder | $3,771 | $3,313+13.8% | $13,129-71.3% | $3,203+17.7% |