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 | $519,082 | $101,618+410.8% | $93,063+457.8% | $137,256+278.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 5.68% | 223.95%-218.3pp | 34.15%-28.5pp | 220.34%-214.7pp |
| Employer contribution / active EE | $3,240 | $2,707+19.7% | $2,476+30.9% | $4,156-22.0% |
| Participant deferral / active EE | $50,000 | $4,279+1068.4% | $3,958+1163.2% | $6,407+680.4% |
| Admin fee / account holder | $10,744 | $6,198+73.3% | $6,033+78.1% | $12,270-12.4% |