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 | $411,183 | $111,814+267.7% | $103,378+297.7% | $145,978+181.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.80% | 24.80%-16.0pp | 24.91%-16.1pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,692 | $4,215-59.9% | $3,870-56.3% | $4,662-63.7% |
| Participant deferral / active EE | $2,453 | $5,618-56.3% | $5,058-51.5% | $6,690-63.3% |
| Admin fee / account holder | $3,337 | $9,764-65.8% | $8,401-60.3% | $13,400-75.1% |