Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,934,169 | $111,535+1634.1% | $105,223+1738.2% | $137,256+1309.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.25% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $25,872 | $3,939+556.7% | $3,689+601.4% | $4,156+522.5% |
| Participant deferral / active EE | $22,167 | $5,500+303.0% | $5,072+337.1% | $6,407+246.0% |
| Admin fee / account holder | $79,067 | $9,721+713.3% | $8,859+792.5% | $12,270+544.4% |