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 | $525,428 | $165,381+217.7% | $149,730+250.9% | $158,966+230.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.30% | 348.29%-341.0pp | 276.70%-269.4pp | 302.95%-295.7pp |
| Employer contribution / active EE | $8,000 | $5,104+56.7% | $4,645+72.2% | $4,762+68.0% |
| Participant deferral / active EE | $10,214 | $7,182+42.2% | $6,843+49.3% | $5,983+70.7% |
| Admin fee / account holder | $3,093 | $10,809-71.4% | $9,310-66.8% | $11,250-72.5% |