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 | $317,105 | $133,981+136.7% | $112,249+182.5% | $134,532+135.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.01% | 47.16%-70.2pp | 27.48%-50.5pp | 418.27%-441.3pp |
| Employer contribution / active EE | $4,617 | $4,040+14.3% | $3,636+27.0% | $4,741-2.6% |
| Participant deferral / active EE | $18,520 | $5,292+250.0% | $4,729+291.6% | $6,401+189.3% |
| Admin fee / account holder | $2,013 | $7,492-73.1% | $6,412-68.6% | $11,429-82.4% |