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 | $526,041 | $162,136+224.4% | $152,301+245.4% | $154,746+239.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.20% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $10,297 | $4,890+110.6% | $4,624+122.7% | $4,379+135.1% |
| Participant deferral / active EE | $12,864 | $8,341+54.2% | $8,004+60.7% | $6,730+91.1% |
| Admin fee / account holder | $5,196 | $15,759-67.0% | $14,398-63.9% | $14,365-63.8% |