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 | $3,775,007 | $154,754+2339.4% | $124,206+2939.3% | $138,895+2617.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 7.41% | 709.28%-701.9pp | 515.27%-507.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $50,848 | $4,446+1043.6% | $3,540+1336.3% | $4,194+1112.3% |
| Participant deferral / active EE | $18,650 | $4,621+303.6% | $3,968+370.1% | $6,396+191.6% |
| Admin fee / account holder | $108,328 | $6,690+1519.3% | $5,929+1727.2% | $12,562+762.3% |