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 | $442,164 | $154,228+186.7% | $145,433+204.0% | $137,256+222.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.58% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $21,536 | $4,804+348.3% | $4,554+372.9% | $4,156+418.2% |
| Participant deferral / active EE | $15,890 | $8,216+93.4% | $7,897+101.2% | $6,407+148.0% |
| Admin fee / account holder | $22,856 | $14,344+59.3% | $13,129+74.1% | $12,270+86.3% |