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 | $326,059 | $111,535+192.3% | $105,223+209.9% | $137,256+137.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.00% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $6,971 | $3,939+77.0% | $3,689+89.0% | $4,156+67.7% |
| Participant deferral / active EE | $10,996 | $5,500+99.9% | $5,072+116.8% | $6,407+71.6% |
| Admin fee / account holder | $1,730 | $9,721-82.2% | $8,859-80.5% | $12,270-85.9% |