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 | $739,140 | $148,629+397.3% | $135,982+443.6% | $139,487+429.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.86% | 79.33%-68.5pp | 68.32%-57.5pp | 373.84%-363.0pp |
| Employer contribution / active EE | $4,610 | $5,247-12.1% | $4,859-5.1% | $4,755-3.0% |
| Participant deferral / active EE | $15,633 | $8,102+92.9% | $7,760+101.5% | $6,713+132.9% |
| Admin fee / account holder | $44,675 | $12,406+260.1% | $10,767+314.9% | $11,407+291.6% |