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 | $465,682 | $149,040+212.5% | $120,225+287.3% | $137,256+239.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -3.80% | 605.68%-609.5pp | 439.23%-443.0pp | 220.34%-224.1pp |
| Employer contribution / active EE | $17,776 | $4,350+308.6% | $3,475+411.5% | $4,156+327.7% |
| Participant deferral / active EE | $30,500 | $4,655+555.3% | $3,999+662.7% | $6,407+376.1% |
| Admin fee / account holder | $16,467 | $6,348+159.4% | $5,696+189.1% | $12,270+34.2% |