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 | $297,101 | $175,259+69.5% | $149,723+98.4% | $139,487+113.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.66% | 166.82%-156.2pp | 134.50%-123.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $12,958 | $5,478+136.5% | $4,821+168.8% | $4,755+172.5% |
| Participant deferral / active EE | $9,450 | $6,522+44.9% | $5,682+66.3% | $6,713+40.8% |
| Admin fee / account holder | $19,891 | $16,158+23.1% | $13,215+50.5% | $11,407+74.4% |