Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $632,772 | $51,638+1125.4% | $129,406+389.0% | $80,959+681.6% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 5.14% | 20.78%-15.6pp | 9468.18%-9463.0pp | 35.67%-30.5pp |
| Employer contribution / active EE | $13,518 | $1,584+753.7% | $4,155+225.3% | $2,757+390.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,789 | $4,313+150.1% | $7,689+40.3% | $6,925+55.8% |