Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $591,777 | $162,136+265.0% | $152,301+288.6% | $154,746+282.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.07% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.3pp |
| Employer contribution / active EE | $26,520 | $4,890+442.3% | $4,624+473.5% | $4,379+505.6% |
| Participant deferral / active EE | $14,147 | $8,341+69.6% | $8,004+76.8% | $6,730+110.2% |
| Admin fee / account holder | $8,343 | $15,759-47.1% | $14,398-42.1% | $14,365-41.9% |