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 | $435,446 | $181,062+140.5% | $158,223+175.2% | $155,188+180.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.32% | 57.39%-50.1pp | 52.09%-44.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $16,443 | $4,565+260.2% | $4,109+300.2% | $4,248+287.1% |
| Participant deferral / active EE | $15,006 | $6,134+144.6% | $5,467+174.5% | $6,531+129.8% |
| Admin fee / account holder | $3,178 | $18,825-83.1% | $16,047-80.2% | $14,480-78.1% |