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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,135,691 | $167,352+578.6% | $143,788+689.8% | $134,509+744.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.23% | 0.47%-31.7pp | -0.03%-31.2pp | 418.13%-449.4pp |
| Employer contribution / active EE | $40,500 | $5,620+620.6% | $4,952+717.9% | $4,741+754.3% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $64,059 | $18,091+254.1% | $14,675+336.5% | $11,427+460.6% |