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 | $639,576 | $209,336+205.5% | $197,124+224.5% | $137,256+366.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.10% | 48.09%-41.0pp | 44.34%-37.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $3,237 | $6,591-50.9% | $6,227-48.0% | $4,156-22.1% |
| Participant deferral / active EE | $8,395 | $9,614-12.7% | $9,135-8.1% | $6,407+31.0% |
| Admin fee / account holder | $1,638 | $17,308-90.5% | $16,298-89.9% | $12,270-86.6% |