Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $341,364 | $88,754+284.6% | $81,820+317.2% | $145,877+134.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.89% | 1031.77%-1025.9pp | 777.93%-772.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $13,237 | $3,085+329.0% | $2,915+354.1% | $4,663+183.9% |
| Participant deferral / active EE | $30,500 | $4,648+556.3% | $4,323+605.6% | $6,691+355.9% |
| Admin fee / account holder | $15,274 | $8,424+81.3% | $7,391+106.7% | $13,402+14.0% |