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 | $394,745 | $166,268+137.4% | $165,100+139.1% | $145,897+170.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.89% | 100.52%-93.6pp | 70.21%-63.3pp | 552.29%-545.4pp |
| Employer contribution / active EE | $9,186 | $5,284+73.9% | $4,348+111.3% | $4,663+97.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,802 | $16,659-83.2% | $12,696-77.9% | $13,390-79.1% |