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 | $313,608 | $154,228+103.3% | $145,433+115.6% | $137,256+128.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 8.56% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $7,912 | $4,804+64.7% | $4,554+73.7% | $4,156+90.4% |
| Participant deferral / active EE | $4,733 | $8,216-42.4% | $7,897-40.1% | $6,407-26.1% |
| Admin fee / account holder | $25,763 | $14,344+79.6% | $13,129+96.2% | $12,270+110.0% |