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 | $340,986 | $167,533+103.5% | $151,645+124.9% | $134,545+153.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.91% | 7.81%-37.7pp | 3.34%-33.2pp | 418.37%-448.3pp |
| Employer contribution / active EE | $23,643 | $6,828+246.2% | $6,165+283.5% | $4,742+398.6% |
| Participant deferral / active EE | $24,750 | $8,985+175.5% | $8,363+196.0% | $6,401+286.6% |
| Admin fee / account holder | $2,489 | $13,781-81.9% | $11,614-78.6% | $11,431-78.2% |