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 | $1,325,286 | $185,312+615.2% | $161,489+720.7% | $154,746+756.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.48% | 103.84%-96.4pp | 89.72%-82.2pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,009 | $4,769-57.9% | $4,268-52.9% | $4,379-54.1% |
| Participant deferral / active EE | $4,476 | $6,350-29.5% | $5,630-20.5% | $6,730-33.5% |
| Admin fee / account holder | $76,373 | $18,654+309.4% | $16,006+377.2% | $14,365+431.7% |