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 | $263,832 | $183,968+43.4% | $162,166+62.7% | $152,870+72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.45% | 150.77%-146.3pp | 115.59%-111.1pp | 345.34%-340.9pp |
| Employer contribution / active EE | $11,182 | $6,371+75.5% | $5,614+99.2% | $4,763+134.8% |
| Participant deferral / active EE | $12,500 | $8,034+55.6% | $7,298+71.3% | $5,850+113.7% |
| Admin fee / account holder | $6,283 | $13,121-52.1% | $10,842-42.1% | $11,597-45.8% |