Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $394,467 | $190,916+106.6% | $160,037+146.5% | $134,545+193.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.74% | 552.79%-573.5pp | 408.95%-429.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $6,304 | $4,996+26.2% | $4,226+49.2% | $4,742+32.9% |
| Participant deferral / active EE | $13,380 | $6,925+93.2% | $6,184+116.4% | $6,401+109.0% |
| Admin fee / account holder | $2,348 | $10,497-77.6% | $8,716-73.1% | $11,431-79.5% |