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 | $572,201 | $172,111+232.5% | $150,298+280.7% | $137,256+316.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.12% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,257 | $4,636-72.9% | $4,154-69.7% | $4,156-69.8% |
| Participant deferral / active EE | $5,807 | $6,166-5.8% | $5,453+6.5% | $6,407-9.4% |
| Admin fee / account holder | $26,037 | $16,471+58.1% | $14,116+84.5% | $12,270+112.2% |