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 | $539,506 | $162,136+232.7% | $152,301+254.2% | $154,746+248.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 10.19% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $3,159 | $4,890-35.4% | $4,624-31.7% | $4,379-27.9% |
| Participant deferral / active EE | $14,062 | $8,341+68.6% | $8,004+75.7% | $6,730+108.9% |
| Admin fee / account holder | $21,882 | $15,759+38.8% | $14,398+52.0% | $14,365+52.3% |