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 | $297,893 | $160,070+86.1% | $147,117+102.5% | $145,897+104.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 98.69%-91.3pp | 420.54%-413.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $4,315 | $5,285-18.3% | $4,932-12.5% | $4,663-7.4% |
| Participant deferral / active EE | $10,077 | $8,419+19.7% | $8,065+25.0% | $6,689+50.6% |
| Admin fee / account holder | $12,974 | $15,035-13.7% | $12,993-0.1% | $13,390-3.1% |