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 | $266,971 | $212,386+25.7% | $199,883+33.6% | $138,895+92.2% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 3.18% | 47.75%-44.6pp | 43.81%-40.6pp | 145.39%-142.2pp |
| Employer contribution / active EE | $1,653 | $6,625-75.0% | $6,261-73.6% | $4,194-60.6% |
| Participant deferral / active EE | $5,509 | $9,617-42.7% | $9,138-39.7% | $6,396-13.9% |
| Admin fee / account holder | $596 | $18,233-96.7% | $17,268-96.5% | $12,562-95.3% |