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 | $1,013,700 | $174,379+481.3% | $152,093+566.5% | $138,895+629.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.42% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $25,726 | $4,652+453.0% | $4,175+516.2% | $4,194+513.4% |
| Participant deferral / active EE | $11,552 | $6,159+87.6% | $5,451+111.9% | $6,396+80.6% |
| Admin fee / account holder | $12,911 | $16,880-23.5% | $14,497-10.9% | $12,562+2.8% |