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 | $2,669,139 | $154,228+1630.6% | $145,433+1735.3% | $137,256+1844.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.82% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $43,393 | $4,804+803.3% | $4,554+852.7% | $4,156+944.1% |
| Participant deferral / active EE | $32,875 | $8,216+300.1% | $7,897+316.3% | $6,407+413.1% |
| Admin fee / account holder | $737,028 | $14,344+5038.4% | $13,129+5513.7% | $12,270+5906.7% |