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 | $643,463 | $172,111+273.9% | $150,298+328.1% | $137,256+368.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.82% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,969 | $4,636-36.0% | $4,154-28.5% | $4,156-28.6% |
| Participant deferral / active EE | $16,199 | $6,166+162.7% | $5,453+197.1% | $6,407+152.8% |
| Admin fee / account holder | $13,021 | $16,471-20.9% | $14,116-7.8% | $12,270+6.1% |