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 | $396,619 | $165,399+139.8% | $149,745+164.9% | $158,982+149.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.99% | 348.34%-340.3pp | 276.72%-268.7pp | 302.99%-295.0pp |
| Employer contribution / active EE | $4,003 | $5,105-21.6% | $4,646-13.8% | $4,763-16.0% |
| Participant deferral / active EE | $8,985 | $7,183+25.1% | $6,843+31.3% | $5,983+50.2% |
| Admin fee / account holder | $3,305 | $10,811-69.4% | $9,312-64.5% | $11,252-70.6% |