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 | $343,394 | $156,398+119.6% | $147,318+133.1% | $138,895+147.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.55% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $6,456 | $4,853+33.0% | $4,593+40.6% | $4,194+53.9% |
| Participant deferral / active EE | $12,912 | $8,237+56.7% | $7,906+63.3% | $6,396+101.9% |
| Admin fee / account holder | $787 | $14,976-94.7% | $13,708-94.3% | $12,562-93.7% |