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 | $483,470 | $70,366+587.1% | $66,674+625.1% | $138,895+248.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.99% | 386.41%-378.4pp | 321.24%-313.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $32,364 | $2,765+1070.4% | $2,620+1135.2% | $4,194+671.6% |
| Participant deferral / active EE | $4,300 | $4,374-1.7% | $4,084+5.3% | $6,396-32.8% |
| Admin fee / account holder | $11,665 | $5,262+121.7% | $5,098+128.8% | $12,562-7.1% |