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 | $310,980 | $156,398+98.8% | $147,318+111.1% | $138,895+123.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 10.03% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $3,233 | $4,853-33.4% | $4,593-29.6% | $4,194-22.9% |
| Participant deferral / active EE | $10,165 | $8,237+23.4% | $7,906+28.6% | $6,396+58.9% |
| Admin fee / account holder | $14,609 | $14,976-2.5% | $13,708+6.6% | $12,562+16.3% |