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 | $498,802 | $129,737+284.5% | $119,126+318.7% | $154,746+222.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.79% | 379.08%-372.3pp | 282.11%-275.3pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,105 | $4,375-74.8% | $4,034-72.6% | $4,379-74.8% |
| Participant deferral / active EE | $2,460 | $5,842-57.9% | $5,318-53.7% | $6,730-63.4% |
| Admin fee / account holder | $4,330 | $11,961-63.8% | $10,693-59.5% | $14,365-69.9% |