Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $520,420 | $174,379+198.4% | $152,093+242.2% | $138,895+274.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.24% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $7,427 | $4,652+59.7% | $4,175+77.9% | $4,194+77.1% |
| Participant deferral / active EE | $9,159 | $6,159+48.7% | $5,451+68.0% | $6,396+43.2% |
| Admin fee / account holder | $4,823 | $16,880-71.4% | $14,497-66.7% | $12,562-61.6% |