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 | $533,915 | $150,442+254.9% | $136,295+291.7% | $147,585+261.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 9.26% | 1049.09%-1039.8pp | 5155.97%-5146.7pp | 578.56%-569.3pp |
| Employer contribution / active EE | $24,763 | $5,256+371.1% | $4,695+427.4% | $4,876+407.8% |
| Participant deferral / active EE | $6,241 | $6,630-5.9% | $6,247-0.1% | $5,439+14.7% |
| Admin fee / account holder | $3,958 | $10,905-63.7% | $9,243-57.2% | $10,885-63.6% |