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 | $392,873 | $160,028+145.5% | $147,080+167.1% | $145,884+169.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.03% | 98.60%-91.6pp | 420.17%-413.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $8,629 | $5,286+63.3% | $4,933+74.9% | $4,662+85.1% |
| Participant deferral / active EE | $11,250 | $8,422+33.6% | $8,066+39.5% | $6,690+68.2% |
| Admin fee / account holder | $323 | $15,030-97.9% | $12,989-97.5% | $13,392-97.6% |