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 | $459,500 | $202,342+127.1% | $172,753+166.0% | $152,909+200.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.75% | 1029.88%-1024.1pp | 803.00%-797.3pp | 345.46%-339.7pp |
| Employer contribution / active EE | $6,143 | $5,857+4.9% | $5,144+19.4% | $4,764+29.0% |
| Participant deferral / active EE | $4,542 | $5,948-23.6% | $5,198-12.6% | $5,851-22.4% |
| Admin fee / account holder | $13,333 | $17,112-22.1% | $13,956-4.5% | $11,601+14.9% |