Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $511,705 | $129,737+294.4% | $119,126+329.5% | $154,746+230.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 7.49% | 379.08%-371.6pp | 282.11%-274.6pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,640 | $4,375-62.5% | $4,034-59.3% | $4,379-62.5% |
| Participant deferral / active EE | $3,576 | $5,842-38.8% | $5,318-32.8% | $6,730-46.9% |
| Admin fee / account holder | $22,780 | $11,961+90.5% | $10,693+113.0% | $14,365+58.6% |