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 | $251,797 | $165,399+52.2% | $149,745+68.2% | $158,982+58.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 5.32% | 348.34%-343.0pp | 276.72%-271.4pp | 302.99%-297.7pp |
| Employer contribution / active EE | $2,088 | $5,105-59.1% | $4,646-55.0% | $4,763-56.2% |
| Participant deferral / active EE | $8,665 | $7,183+20.6% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $12,260 | $10,811+13.4% | $9,312+31.7% | $11,252+9.0% |