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 | $517,916 | $166,242+211.5% | $165,071+213.8% | $145,884+255.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | -8.11% | 100.44%-108.6pp | 70.17%-78.3pp | 551.85%-560.0pp |
| Employer contribution / active EE | $8,474 | $5,283+60.4% | $4,347+94.9% | $4,662+81.8% |
| Participant deferral / active EE | $9,988 | $6,964+43.4% | $6,035+65.5% | $6,690+49.3% |
| Admin fee / account holder | $448 | $16,658-97.3% | $12,695-96.5% | $13,392-96.7% |