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 | $932,215 | $202,342+360.7% | $172,753+439.6% | $152,909+509.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.25% | 1029.88%-1018.6pp | 803.00%-791.8pp | 345.46%-334.2pp |
| Employer contribution / active EE | $16,458 | $5,857+181.0% | $5,144+220.0% | $4,764+245.5% |
| Participant deferral / active EE | $19,050 | $5,948+220.3% | $5,198+266.5% | $5,851+225.6% |
| Admin fee / account holder | $4,305 | $17,112-74.8% | $13,956-69.2% | $11,601-62.9% |