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 | $304,070 | $138,114+120.2% | $125,391+142.5% | $134,545+126.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.15% | 750.88%-776.0pp | 572.41%-597.6pp | 418.37%-443.5pp |
| Employer contribution / active EE | $6,414 | $5,246+22.3% | $4,816+33.2% | $4,742+35.3% |
| Participant deferral / active EE | $24,969 | $7,801+220.1% | $7,448+235.2% | $6,401+290.1% |
| Admin fee / account holder | $1,185 | $11,570-89.8% | $10,009-88.2% | $11,431-89.6% |