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 | $484,309 | $213,785+126.5% | $185,441+161.2% | $155,188+212.1% |
| Participation rate | 81.8% | 83.2%-1.4pp | 80.3%+1.6pp | 80.8%+1.0pp |
| Annual return | 4.28% | 19.97%-15.7pp | 20.16%-15.9pp | 148.84%-144.6pp |
| Employer contribution / active EE | $3,005 | $5,393-44.3% | $4,672-35.7% | $4,248-29.2% |
| Participant deferral / active EE | $9,041 | $6,864+31.7% | $6,152+47.0% | $6,531+38.4% |
| Admin fee / account holder | $7,481 | $21,134-64.6% | $17,890-58.2% | $14,480-48.3% |