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 | $301,300 | $160,070+88.2% | $147,117+104.8% | $145,897+106.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 9.05% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $4,222 | $5,285-20.1% | $4,932-14.4% | $4,663-9.5% |
| Participant deferral / active EE | $4,793 | $8,419-43.1% | $8,065-40.6% | $6,689-28.3% |
| Admin fee / account holder | $8,605 | $15,035-42.8% | $12,993-33.8% | $13,390-35.7% |