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 | $280,677 | $125,193+124.2% | $105,591+165.8% | $145,978+92.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.44% | 225.53%-218.1pp | 116.43%-109.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $21,920 | $3,718+489.5% | $3,166+592.3% | $4,662+370.2% |
| Participant deferral / active EE | $7,255 | $5,708+27.1% | $5,008+44.9% | $6,690+8.5% |
| Admin fee / account holder | $20,227 | $17,277+17.1% | $11,024+83.5% | $13,400+50.9% |