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 | $447,712 | $135,956+229.3% | $123,894+261.4% | $273,972+63.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.55% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $8,210 | $5,170+58.8% | $4,617+77.8% | $4,869+68.6% |
| Participant deferral / active EE | $9,600 | $6,343+51.4% | $5,984+60.4% | $5,287+81.6% |
| Admin fee / account holder | $54,246 | $9,817+452.5% | $8,357+549.1% | $10,133+435.4% |