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 | $635,307 | $160,070+296.9% | $147,117+331.8% | $145,897+335.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.98% | 98.69%-91.7pp | 420.54%-413.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $3,858 | $5,285-27.0% | $4,932-21.8% | $4,663-17.3% |
| Participant deferral / active EE | $18,942 | $8,419+125.0% | $8,065+134.9% | $6,689+183.2% |
| Admin fee / account holder | $14,373 | $15,035-4.4% | $12,993+10.6% | $13,390+7.3% |