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 | $156,398+111.6% | $147,318+124.6% | $138,895+138.2% |
| Participation rate | 84.2% | 83.8%+0.5pp | 82.1%+2.1pp | 79.9%+4.3pp |
| Annual return | 4.20% | 78.75%-74.6pp | 70.43%-66.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $4,596 | $4,853-5.3% | $4,593+0.1% | $4,194+9.6% |
| Participant deferral / active EE | $11,322 | $8,237+37.4% | $7,906+43.2% | $6,396+77.0% |
| Admin fee / account holder | $55,239 | $14,976+268.9% | $13,708+303.0% | $12,562+339.7% |