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 | $288,303 | $118,695+142.9% | $98,916+191.5% | $158,950+81.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 3.97% | 372.39%-368.4pp | 196.45%-192.5pp | 302.91%-298.9pp |
| Employer contribution / active EE | $6,752 | $3,333+102.6% | $2,689+151.1% | $4,762+41.8% |
| Participant deferral / active EE | $5,019 | $5,088-1.4% | $4,245+18.2% | $5,983-16.1% |
| Admin fee / account holder | $12,432 | $10,132+22.7% | $6,642+87.2% | $11,248+10.5% |