Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $290,659 | $55,889+420.1% | $76,119+281.8% | $80,935+259.1% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 8.72% | 20.58%-11.9pp | 361.25%-352.5pp | 35.66%-26.9pp |
| Employer contribution / active EE | $12,710 | $1,866+581.1% | $2,693+372.0% | $2,757+361.1% |
| Participant deferral / active EE | $3,356 | $3,051+10.0% | $4,259-21.2% | $4,299-21.9% |
| Admin fee / account holder | $2,098 | $5,241-60.0% | $6,421-67.3% | $6,924-69.7% |