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 | $300,698 | $150,207+100.2% | $120,380+149.8% | $145,978+106.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.46% | 154.28%-146.8pp | 107.28%-99.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $9,762 | $4,351+124.4% | $3,465+181.7% | $4,662+109.4% |
| Participant deferral / active EE | $15,000 | $6,175+142.9% | $4,992+200.5% | $6,690+124.2% |
| Admin fee / account holder | $17,727 | $12,203+45.3% | $9,421+88.2% | $13,400+32.3% |