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 | $770,391 | $166,131+363.7% | $164,975+367.0% | $145,877+428.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.71% | 100.37%-96.7pp | 70.12%-66.4pp | 551.28%-547.6pp |
| Employer contribution / active EE | $43,000 | $5,276+715.1% | $4,343+890.2% | $4,663+822.2% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $57,832 | $16,648+247.4% | $12,688+355.8% | $13,402+331.5% |