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 | $283,470 | $156,398+81.2% | $147,318+92.4% | $138,895+104.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 11.53% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,743 | $4,853-64.1% | $4,593-62.1% | $4,194-58.4% |
| Participant deferral / active EE | $4,563 | $8,237-44.6% | $7,906-42.3% | $6,396-28.7% |
| Admin fee / account holder | $12,297 | $14,976-17.9% | $13,708-10.3% | $12,562-2.1% |