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 | $354,388 | $76,407+363.8% | $150,298+135.8% | $82,448+329.8% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 10.28% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $12,274 | $2,614+369.5% | $4,154+195.5% | $2,551+381.1% |
| Participant deferral / active EE | $8,108 | $3,214+152.2% | $5,453+48.7% | $4,139+95.9% |
| Admin fee / account holder | $24,495 | $6,352+285.6% | $14,116+73.5% | $7,234+238.6% |