Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $252,632 | $172,111+46.8% | $150,298+68.1% | $137,256+84.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.73% | 69.37%-60.6pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,296 | $4,636-50.5% | $4,154-44.7% | $4,156-44.8% |
| Participant deferral / active EE | $19,908 | $6,166+222.9% | $5,453+265.1% | $6,407+210.7% |
| Admin fee / account holder | $14,278 | $16,471-13.3% | $14,116+1.1% | $12,270+16.4% |