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 | $316,789 | $70,366+350.2% | $66,674+375.1% | $138,895+128.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.17% | 386.41%-375.2pp | 321.24%-310.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $9,830 | $2,765+255.5% | $2,620+275.2% | $4,194+134.4% |
| Participant deferral / active EE | $16,374 | $4,374+274.3% | $4,084+300.9% | $6,396+156.0% |
| Admin fee / account holder | $6,078 | $5,262+15.5% | $5,098+19.2% | $12,562-51.6% |