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 | $543,916 | $209,336+159.8% | $197,124+175.9% | $137,256+296.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.60% | 48.09%-46.5pp | 44.34%-42.7pp | 220.34%-218.7pp |
| Employer contribution / active EE | $16,949 | $6,591+157.2% | $6,227+172.2% | $4,156+307.8% |
| Participant deferral / active EE | $15,013 | $9,614+56.2% | $9,135+64.3% | $6,407+134.3% |
| Admin fee / account holder | $93,442 | $17,308+439.9% | $16,298+473.3% | $12,270+661.5% |