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 | $251,990 | $209,422+20.3% | $178,503+41.2% | $158,982+58.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 4.37% | 188.81%-184.4pp | 151.12%-146.7pp | 302.99%-298.6pp |
| Employer contribution / active EE | $2,126 | $5,707-62.8% | $5,011-57.6% | $4,763-55.4% |
| Participant deferral / active EE | $9,934 | $5,955+66.8% | $5,202+91.0% | $5,983+66.0% |
| Admin fee / account holder | $1,562 | $17,079-90.9% | $13,987-88.8% | $11,252-86.1% |