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 | $295,722 | $168,635+75.4% | $147,617+100.3% | $125,389+135.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.55% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $11,523 | $6,252+84.3% | $5,564+107.1% | $4,866+136.8% |
| Participant deferral / active EE | $5,735 | $5,507+4.1% | $4,895+17.1% | $5,352+7.2% |
| Admin fee / account holder | $661 | $13,580-95.1% | $11,612-94.3% | $9,541-93.1% |