Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $341,135 | $169,356+101.4% | $129,406+163.6% | $145,897+133.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.20% | 14418.62%-14413.4pp | 9468.18%-9463.0pp | 552.29%-547.1pp |
| Employer contribution / active EE | $19,100 | $5,542+244.6% | $4,155+359.7% | $4,663+309.6% |
| Participant deferral / active EE | $25,500 | $4,987+411.4% | $4,167+511.9% | $6,689+281.2% |
| Admin fee / account holder | $2,216 | $9,915-77.7% | $7,689-71.2% | $13,390-83.5% |