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 | $438,506 | $139,948+213.3% | $121,663+260.4% | $154,746+183.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 6.82% | 230.52%-223.7pp | 147.54%-140.7pp | 172.34%-165.5pp |
| Employer contribution / active EE | $14,693 | $3,521+317.3% | $3,020+386.5% | $4,379+235.5% |
| Participant deferral / active EE | $15,105 | $5,629+168.3% | $4,887+209.1% | $6,730+124.4% |
| Admin fee / account holder | $4,677 | $17,321-73.0% | $14,289-67.3% | $14,365-67.4% |