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 | $314,570 | $107,666+192.2% | $102,184+207.8% | $154,746+103.3% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | -1.79% | 29.33%-31.1pp | 31.58%-33.4pp | 172.34%-174.1pp |
| Employer contribution / active EE | $26,043 | $3,846+577.1% | $3,594+624.7% | $4,379+494.7% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,924 | $12,943-46.5% | $11,609-40.4% | $14,365-51.8% |