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 | $439,882 | $72,071+510.3% | $68,368+543.4% | $137,256+220.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.71% | 353.14%-343.4pp | 292.57%-282.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,450 | $2,788-48.0% | $2,649-45.3% | $4,156-65.1% |
| Participant deferral / active EE | $31,000 | $4,410+602.9% | $4,123+651.9% | $6,407+383.9% |
| Admin fee / account holder | $7,297 | $5,336+36.8% | $5,150+41.7% | $12,270-40.5% |