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 | $304,282 | $217,432+39.9% | $185,849+63.7% | $167,536+81.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.26% | 148.42%-140.2pp | 122.10%-113.8pp | 478.82%-470.6pp |
| Employer contribution / active EE | $21,964 | $5,875+273.9% | $5,169+324.9% | $4,839+353.9% |
| Participant deferral / active EE | $11,018 | $6,357+73.3% | $5,569+97.9% | $6,342+73.7% |
| Admin fee / account holder | $1,724 | $19,818-91.3% | $16,244-89.4% | $12,315-86.0% |