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 | $299,765 | $150,207+99.6% | $120,380+149.0% | $145,978+105.3% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 5.98% | 154.28%-148.3pp | 107.28%-101.3pp | 550.52%-544.5pp |
| Employer contribution / active EE | $15,906 | $4,351+265.6% | $3,465+359.1% | $4,662+241.2% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,289 | $12,203-81.2% | $9,421-75.7% | $13,400-82.9% |