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 | $257,887 | $196,972+30.9% | $182,262+41.5% | $198,609+29.8% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 4.04% | 158.27%-154.2pp | 140.60%-136.6pp | 202.70%-198.7pp |
| Employer contribution / active EE | $3,854 | $5,364-28.1% | $5,046-23.6% | $5,055-23.8% |
| Participant deferral / active EE | $11,587 | $8,643+34.1% | $8,276+40.0% | $6,977+66.1% |
| Admin fee / account holder | $2,819 | $18,429-84.7% | $16,712-83.1% | $19,030-85.2% |