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 | $252,733 | $99,875+153.0% | $146,866+72.1% | $86,983+190.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 11.04% | 28.10%-17.1pp | 102.85%-91.8pp | 25.83%-14.8pp |
| Employer contribution / active EE | $5,267 | $3,224+63.4% | $4,425+19.0% | $2,584+103.8% |
| Participant deferral / active EE | $9,089 | $6,322+43.8% | $7,759+17.1% | $4,194+116.7% |
| Admin fee / account holder | $10,837 | $7,838+38.3% | $13,620-20.4% | $7,856+37.9% |