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 | $325,105 | $202,345+60.7% | $172,755+88.2% | $152,885+112.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 9.65% | 1029.77%-1020.1pp | 802.94%-793.3pp | 345.39%-335.7pp |
| Employer contribution / active EE | $1,813 | $5,858-69.1% | $5,144-64.8% | $4,763-61.9% |
| Participant deferral / active EE | $2,855 | $5,948-52.0% | $5,198-45.1% | $5,851-51.2% |
| Admin fee / account holder | $16,453 | $17,111-3.8% | $13,955+17.9% | $11,598+41.9% |