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 | $326,658 | $154,228+111.8% | $145,433+124.6% | $137,256+138.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.93% | 74.59%-69.7pp | 66.58%-61.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $3,303 | $4,804-31.2% | $4,554-27.5% | $4,156-20.5% |
| Participant deferral / active EE | $12,042 | $8,216+46.6% | $7,897+52.5% | $6,407+88.0% |
| Admin fee / account holder | $3,268 | $14,344-77.2% | $13,129-75.1% | $12,270-73.4% |