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 | $359,936 | $78,690+357.4% | $161,489+122.9% | $87,485+311.4% |
| Participation rate | 92.5% | 67.5%+25.0pp | 78.7%+13.8pp | 68.9%+23.5pp |
| Annual return | 10.27% | 32.74%-22.5pp | 89.72%-79.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $8,546 | $2,588+230.2% | $4,268+100.2% | $2,596+229.2% |
| Participant deferral / active EE | $6,167 | $3,311+86.3% | $5,630+9.5% | $4,274+44.3% |
| Admin fee / account holder | $42,642 | $6,724+534.2% | $16,006+166.4% | $7,775+448.5% |