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 | $332,897 | $144,130+131.0% | $117,861+182.4% | $147,586+125.6% |
| Participation rate | 81.3% | 83.4%-2.2pp | 79.7%+1.6pp | 82.8%-1.6pp |
| Annual return | 5.52% | 531.20%-525.7pp | 335.11%-329.6pp | 578.59%-573.1pp |
| Employer contribution / active EE | $1,632 | $4,897-66.7% | $3,786-56.9% | $4,876-66.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,175 | $10,887-52.5% | $8,021-35.5% | $10,886-52.5% |