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 | $269,566 | $209,422+28.7% | $178,503+51.0% | $158,982+69.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.93% | 188.81%-183.9pp | 151.12%-146.2pp | 302.99%-298.1pp |
| Employer contribution / active EE | $2,188 | $5,707-61.7% | $5,011-56.3% | $4,763-54.1% |
| Participant deferral / active EE | $5,553 | $5,955-6.7% | $5,202+6.7% | $5,983-7.2% |
| Admin fee / account holder | $2,598 | $17,079-84.8% | $13,987-81.4% | $11,252-76.9% |