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 | $317,440 | $159,978+98.4% | $147,041+115.9% | $145,978+117.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.75% | 98.36%-89.6pp | 419.21%-410.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $8,611 | $5,288+62.8% | $4,935+74.5% | $4,662+84.7% |
| Participant deferral / active EE | $22,496 | $8,429+166.9% | $8,071+178.7% | $6,690+236.3% |
| Admin fee / account holder | $25,946 | $15,053+72.4% | $13,006+99.5% | $13,400+93.6% |