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 | $330,895 | $162,136+104.1% | $152,301+117.3% | $154,746+113.8% |
| Participation rate | 84.2% | 84.1%+0.1pp | 82.4%+1.8pp | 80.7%+3.5pp |
| Annual return | 4.20% | 91.02%-86.8pp | 80.50%-76.3pp | 172.34%-168.1pp |
| Employer contribution / active EE | $4,596 | $4,890-6.0% | $4,624-0.6% | $4,379+5.0% |
| Participant deferral / active EE | $11,322 | $8,341+35.7% | $8,004+41.5% | $6,730+68.2% |
| Admin fee / account holder | $55,239 | $15,759+250.5% | $14,398+283.7% | $14,365+284.5% |