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 | $298,657 | $157,276+89.9% | $141,177+111.5% | $152,885+95.3% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 6.00% | 64.33%-58.3pp | 71.40%-65.4pp | 345.39%-339.4pp |
| Employer contribution / active EE | $2,287 | $5,262-56.5% | $4,736-51.7% | $4,763-52.0% |
| Participant deferral / active EE | $7,113 | $7,1100% | $6,710+6.0% | $5,851+21.6% |
| Admin fee / account holder | $19,029 | $12,123+57.0% | $10,263+85.4% | $11,598+64.1% |