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 | $293,091 | $125,237+134.0% | $105,608+177.5% | $145,877+100.9% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 7.81% | 225.76%-217.9pp | 116.50%-108.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | $9,531 | $3,720+156.2% | $3,167+200.9% | $4,663+104.4% |
| Participant deferral / active EE | $15,304 | $5,711+168.0% | $5,010+205.5% | $6,691+128.7% |
| Admin fee / account holder | $23,905 | $17,287+38.3% | $11,028+116.8% | $13,402+78.4% |