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 | $258,104 | $126,661+103.8% | $113,397+127.6% | $138,895+85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.85% | 25.05%-15.2pp | 23.20%-13.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,177 | $3,456-66.0% | $2,977-60.5% | $4,194-71.9% |
| Participant deferral / active EE | $6,784 | $5,693+19.2% | $5,076+33.6% | $6,396+6.1% |
| Admin fee / account holder | $11,154 | $14,549-23.3% | $11,957-6.7% | $12,562-11.2% |