Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $274,126 | $154,228+77.7% | $145,433+88.5% | $137,256+99.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.54% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $4,956 | $4,804+3.2% | $4,554+8.8% | $4,156+19.2% |
| Participant deferral / active EE | $21,765 | $8,216+164.9% | $7,897+175.6% | $6,407+239.7% |
| Admin fee / account holder | $8,436 | $14,344-41.2% | $13,129-35.7% | $12,270-31.3% |