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 | $305,979 | $148,629+105.9% | $135,982+125.0% | $139,487+119.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.91% | 79.33%-67.4pp | 68.32%-56.4pp | 373.84%-361.9pp |
| Employer contribution / active EE | $4,000 | $5,247-23.8% | $4,859-17.7% | $4,755-15.9% |
| Participant deferral / active EE | $18,410 | $8,102+127.2% | $7,760+137.2% | $6,713+174.3% |
| Admin fee / account holder | $570 | $12,406-95.4% | $10,767-94.7% | $11,407-95.0% |