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 | $273,516 | $209,847+30.3% | $189,520+44.3% | $167,518+63.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.54% | 748.45%-741.9pp | 555.25%-548.7pp | 478.71%-472.2pp |
| Employer contribution / active EE | $4,305 | $6,913-37.7% | $6,161-30.1% | $4,838-11.0% |
| Participant deferral / active EE | $9,745 | $8,934+9.1% | $8,220+18.6% | $6,342+53.7% |
| Admin fee / account holder | $24,486 | $14,295+71.3% | $12,046+103.3% | $12,312+98.9% |