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 | $354,202 | $95,917+269.3% | $79,583+345.1% | $134,545+163.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -23.86% | -2.70%-21.2pp | 0.16%-24.0pp | 418.37%-442.2pp |
| Employer contribution / active EE | $2,513 | $3,129-19.7% | $2,414+4.1% | $4,742-47.0% |
| Participant deferral / active EE | $3,155 | $4,694-32.8% | $3,986-20.9% | $6,401-50.7% |
| Admin fee / account holder | $8,190 | $9,132-10.3% | $6,835+19.8% | $11,431-28.4% |