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 | $579,345 | $202,342+186.3% | $172,753+235.4% | $152,909+278.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.76% | 1029.88%-1024.1pp | 803.00%-797.2pp | 345.46%-339.7pp |
| Employer contribution / active EE | $13,748 | $5,857+134.7% | $5,144+167.3% | $4,764+188.6% |
| Participant deferral / active EE | $10,807 | $5,948+81.7% | $5,198+107.9% | $5,851+84.7% |
| Admin fee / account holder | $6,430 | $17,112-62.4% | $13,956-53.9% | $11,601-44.6% |