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.)
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 | $627,347 | $154,193+306.9% | $130,045+382.4% | $139,466+349.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.89% | 32.51%-30.6pp | -137.30%+139.2pp | 373.66%-371.8pp |
| Employer contribution / active EE | $10,107 | $5,292+91.0% | $4,321+133.9% | $4,754+112.6% |
| Participant deferral / active EE | $23,296 | $6,709+247.3% | $5,820+300.3% | $6,712+247.1% |
| Admin fee / account holder | $21,634 | $13,989+54.7% | $10,600+104.1% | $11,409+89.6% |