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 | $351,867 | $223,823+57.2% | $211,142+66.6% | $154,746+127.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.96% | 50.39%-40.4pp | 46.84%-36.9pp | 172.34%-162.4pp |
| Employer contribution / active EE | $11,008 | $6,787+62.2% | $6,442+70.9% | $4,379+151.4% |
| Participant deferral / active EE | $11,847 | $9,750+21.5% | $9,284+27.6% | $6,730+76.0% |
| Admin fee / account holder | $40,010 | $19,707+103.0% | $19,076+109.7% | $14,365+178.5% |