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 | $351,223 | $160,059+119.4% | $140,019+150.8% | $135,379+159.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.58% | 911.44%-922.0pp | 651.15%-661.7pp | 519.79%-530.4pp |
| Employer contribution / active EE | $22,062 | $6,420+243.7% | $5,605+293.6% | $4,779+361.7% |
| Participant deferral / active EE | $19,874 | $7,641+160.1% | $6,927+186.9% | $5,609+254.3% |
| Admin fee / account holder | $1,482 | $13,328-88.9% | $10,705-86.2% | $10,828-86.3% |