Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,702+289.1% | $81,780+322.1% | $145,978+136.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.38% | 1029.12%-1019.7pp | 776.27%-766.9pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,442 | $3,084-20.8% | $2,914-16.2% | $4,662-47.6% |
| Participant deferral / active EE | $13,127 | $4,645+182.6% | $4,321+203.8% | $6,690+96.2% |
| Admin fee / account holder | $953 | $8,414-88.7% | $7,384-87.1% | $13,400-92.9% |