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 | $369,227 | $88,996+314.9% | $78,004+373.3% | $138,895+165.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 9.25% | 28.03%-18.8pp | 31.07%-21.8pp | 145.39%-136.1pp |
| Employer contribution / active EE | $10,230 | $2,917+250.7% | $2,469+314.4% | $4,194+143.9% |
| Participant deferral / active EE | $22,425 | $4,724+374.7% | $4,092+448.0% | $6,396+250.6% |
| Admin fee / account holder | $14,777 | $8,807+67.8% | $7,578+95.0% | $12,562+17.6% |