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 | $581,253 | $160,028+263.2% | $147,080+295.2% | $145,884+298.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.54% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $6,999 | $5,286+32.4% | $4,933+41.9% | $4,662+50.1% |
| Participant deferral / active EE | $15,049 | $8,422+78.7% | $8,066+86.6% | $6,690+125.0% |
| Admin fee / account holder | $4,801 | $15,030-68.1% | $12,989-63.0% | $13,392-64.2% |