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 | $558,174 | $160,028+248.8% | $147,080+279.5% | $145,884+282.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.13% | 98.60%-91.5pp | 420.17%-413.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $6,361 | $5,286+20.3% | $4,933+28.9% | $4,662+36.4% |
| Participant deferral / active EE | $16,858 | $8,422+100.2% | $8,066+109.0% | $6,690+152.0% |
| Admin fee / account holder | $46,909 | $15,030+212.1% | $12,989+261.2% | $13,392+250.3% |