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 | $653,754 | $124,425+425.4% | $112,040+483.5% | $137,256+376.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.32% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $903 | $3,411-73.5% | $2,954-69.4% | $4,156-78.3% |
| Participant deferral / active EE | $8,318 | $5,718+45.5% | $5,098+63.2% | $6,407+29.8% |
| Admin fee / account holder | $3,798 | $15,207-75.0% | $12,098-68.6% | $12,270-69.1% |