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 | $270,012 | $160,070+68.7% | $147,117+83.5% | $145,897+85.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.14% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,394 | $5,285-54.7% | $4,932-51.5% | $4,663-48.7% |
| Participant deferral / active EE | $13,219 | $8,419+57.0% | $8,065+63.9% | $6,689+97.6% |
| Admin fee / account holder | $6,181 | $15,035-58.9% | $12,993-52.4% | $13,390-53.8% |