Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $316,749 | $183,988+72.2% | $162,177+95.3% | $152,897+107.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 11.00% | 150.79%-139.8pp | 115.60%-104.6pp | 345.43%-334.4pp |
| Employer contribution / active EE | $2,811 | $6,370-55.9% | $5,613-49.9% | $4,764-41.0% |
| Participant deferral / active EE | $11,414 | $8,032+42.1% | $7,297+56.4% | $5,851+95.1% |
| Admin fee / account holder | $1,912 | $13,123-85.4% | $10,843-82.4% | $11,599-83.5% |