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 | $1,021,551 | $199,109+413.1% | $173,730+488.0% | $154,746+560.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | -34.12% | 20.02%-54.1pp | 19.96%-54.1pp | 172.34%-206.5pp |
| Employer contribution / active EE | $10,910 | $5,311+105.4% | $4,577+138.3% | $4,379+149.1% |
| Participant deferral / active EE | $33,220 | $7,113+367.1% | $6,326+425.1% | $6,730+393.6% |
| Admin fee / account holder | $22,532 | $20,916+7.7% | $17,523+28.6% | $14,365+56.9% |