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 | $250,153 | $157,276+59.1% | $141,177+77.2% | $152,885+63.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 14.16% | 64.33%-50.2pp | 71.40%-57.2pp | 345.39%-331.2pp |
| Employer contribution / active EE | $1,625 | $5,262-69.1% | $4,736-65.7% | $4,763-65.9% |
| Participant deferral / active EE | $12,460 | $7,110+75.2% | $6,710+85.7% | $5,851+113.0% |
| Admin fee / account holder | $302 | $12,123-97.5% | $10,263-97.1% | $11,598-97.4% |