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 | $323,799 | $183,539+76.4% | $155,556+108.2% | $145,897+121.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.26% | 61.31%-58.0pp | 64.84%-61.6pp | 552.29%-549.0pp |
| Employer contribution / active EE | $7,518 | $5,315+41.4% | $4,675+60.8% | $4,663+61.2% |
| Participant deferral / active EE | $8,411 | $6,467+30.1% | $5,631+49.4% | $6,689+25.7% |
| Admin fee / account holder | $333,361 | $19,275+1629.5% | $15,885+1998.6% | $13,390+2389.6% |