Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $287,579 | $160,028+79.7% | $147,080+95.5% | $145,884+97.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.59% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $3,698 | $5,286-30.0% | $4,933-25.0% | $4,662-20.7% |
| Participant deferral / active EE | $10,178 | $8,422+20.8% | $8,066+26.2% | $6,690+52.1% |
| Admin fee / account holder | $3,863 | $15,030-74.3% | $12,989-70.3% | $13,392-71.2% |