Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $563,140 | $180,749+211.6% | $160,784+250.2% | $137,256+310.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 2.89% | 2234.46%-2231.6pp | 1803.92%-1801.0pp | 220.34%-217.5pp |
| Employer contribution / active EE | $11,707 | $4,155+181.7% | $3,733+213.6% | $4,156+181.7% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $1,445 | $10,397-86.1% | $9,717-85.1% | $12,270-88.2% |