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 | $681,735 | $96,361+607.5% | $80,607+745.7% | $139,456+388.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 4.94% | 1350.95%-1346.0pp | 936.11%-931.2pp | 373.45%-368.5pp |
| Employer contribution / active EE | $26,895 | $3,262+724.4% | $2,724+887.2% | $4,753+465.9% |
| Participant deferral / active EE | $13,575 | $5,232+159.5% | $4,448+205.2% | $6,711+102.3% |
| Admin fee / account holder | $3,743 | $6,601-43.3% | $5,379-30.4% | $11,407-67.2% |