Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $541,169 | $169,336+219.6% | $129,384+318.3% | $145,884+271.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.08% | 14408.70%-14402.6pp | 9461.77%-9455.7pp | 551.85%-545.8pp |
| Employer contribution / active EE | $26,100 | $5,540+371.1% | $4,153+528.4% | $4,662+459.8% |
| Participant deferral / active EE | $53,000 | $4,985+963.2% | $4,166+1172.3% | $6,690+692.3% |
| Admin fee / account holder | $2,647 | $9,912-73.3% | $7,686-65.6% | $13,392-80.2% |