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 | $342,827 | $172,111+99.2% | $150,298+128.1% | $137,256+149.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 8.87% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $6,387 | $4,636+37.8% | $4,154+53.8% | $4,156+53.7% |
| Participant deferral / active EE | $10,660 | $6,166+72.9% | $5,453+95.5% | $6,407+66.4% |
| Admin fee / account holder | $42,711 | $16,471+159.3% | $14,116+202.6% | $12,270+248.1% |