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 | $253,268 | $102,595+146.9% | $94,057+169.3% | $154,746+63.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 10.02% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,462 | $3,147-21.8% | $2,933-16.0% | $4,379-43.8% |
| Participant deferral / active EE | $10,347 | $5,118+102.2% | $4,709+119.7% | $6,730+53.7% |
| Admin fee / account holder | $31,930 | $7,736+312.8% | $7,244+340.8% | $14,365+122.3% |