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 | $326,016 | $160,070+103.7% | $147,117+121.6% | $145,897+123.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.76% | 98.69%-99.4pp | 420.54%-421.3pp | 552.29%-553.0pp |
| Employer contribution / active EE | $5,641 | $5,285+6.7% | $4,932+14.4% | $4,663+21.0% |
| Participant deferral / active EE | $19,059 | $8,419+126.4% | $8,065+136.3% | $6,689+184.9% |
| Admin fee / account holder | $66,752 | $15,035+344.0% | $12,993+413.8% | $13,390+398.5% |