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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,070 | $82,674+213.4% | $125,381+106.6% | $68,486+278.3% |
| Participation rate | 95.9% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -19.52% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $5,455 | $3,382+61.3% | $4,815+13.3% | $2,597+110.1% |
| Participant deferral / active EE | $8,841 | $6,111+44.7% | $7,448+18.7% | $4,028+119.5% |
| Admin fee / account holder | $4,385 | $6,277-30.1% | $10,007-56.2% | $5,404-18.8% |