Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $345,180 | $88,815+288.7% | $81,882+321.6% | $145,897+136.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.38% | 1033.75%-1024.4pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,442 | $3,086-20.9% | $2,916-16.3% | $4,663-47.6% |
| Participant deferral / active EE | $13,127 | $4,647+182.5% | $4,323+203.6% | $6,689+96.2% |
| Admin fee / account holder | $953 | $8,434-88.7% | $7,360-87.1% | $13,390-92.9% |