Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $261,968 | $109,872+138.4% | $98,483+166.0% | $167,536+56.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 8.81% | 1959.31%-1950.5pp | 1494.38%-1485.6pp | 478.82%-470.0pp |
| Employer contribution / active EE | $6,064 | $3,225+88.0% | $2,961+104.8% | $4,839+25.3% |
| Participant deferral / active EE | $2,943 | $4,673-37.0% | $4,276-31.2% | $6,342-53.6% |
| Admin fee / account holder | $21,727 | $6,757+221.5% | $5,953+265.0% | $12,315+76.4% |