Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $307,034 | $72,071+326.0% | $68,368+349.1% | $137,256+123.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.67% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $4,161 | $2,788+49.2% | $2,649+57.1% | $4,156+0.1% |
| Participant deferral / active EE | $6,960 | $4,410+57.8% | $4,123+68.8% | $6,407+8.6% |
| Admin fee / account holder | $10,215 | $5,336+91.5% | $5,150+98.4% | $12,270-16.7% |