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 | $556,886 | $156,398+256.1% | $147,318+278.0% | $138,895+300.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 9.52% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $5,625 | $4,853+15.9% | $4,593+22.5% | $4,194+34.1% |
| Participant deferral / active EE | $11,520 | $8,237+39.8% | $7,906+45.7% | $6,396+80.1% |
| Admin fee / account holder | $71,222 | $14,976+375.6% | $13,708+419.6% | $12,562+467.0% |