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 | $322,733 | $114,119+182.8% | $107,187+201.1% | $138,895+132.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 10.54% | 273.21%-262.7pp | 204.55%-194.0pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,464 | $4,059-63.9% | $3,782-61.3% | $4,194-65.1% |
| Participant deferral / active EE | $11,600 | $5,538+109.5% | $5,096+127.6% | $6,396+81.4% |
| Admin fee / account holder | $1,946 | $10,024-80.6% | $9,162-78.8% | $12,562-84.5% |