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 | $281,214 | $183,592+53.2% | $155,567+80.8% | $145,959+92.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.70% | 61.24%-54.5pp | 64.74%-58.0pp | 561.95%-555.3pp |
| Employer contribution / active EE | $3,246 | $5,315-38.9% | $4,674-30.6% | $4,661-30.4% |
| Participant deferral / active EE | $21,541 | $6,464+233.2% | $5,628+282.8% | $6,689+222.1% |
| Admin fee / account holder | $3,785 | $19,318-80.4% | $15,916-76.2% | $13,398-71.7% |