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 | $450,305 | $212,386+112.0% | $199,883+125.3% | $138,895+224.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.02% | 47.75%-42.7pp | 43.81%-38.8pp | 145.39%-140.4pp |
| Employer contribution / active EE | $6,655 | $6,625+0.5% | $6,261+6.3% | $4,194+58.7% |
| Participant deferral / active EE | $6,655 | $9,617-30.8% | $9,138-27.2% | $6,396+4.1% |
| Admin fee / account holder | $7,302 | $18,233-60.0% | $17,268-57.7% | $12,562-41.9% |