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 | $853,411 | $160,070+433.1% | $147,117+480.1% | $145,897+484.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.99% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $4,330 | $5,285-18.1% | $4,932-12.2% | $4,663-7.1% |
| Participant deferral / active EE | $21,053 | $8,419+150.1% | $8,065+161.1% | $6,689+214.7% |
| Admin fee / account holder | $21,797 | $15,035+45.0% | $12,993+67.8% | $13,390+62.8% |