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 | $253,289 | $148,623+70.4% | $135,974+86.3% | $139,466+81.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.52% | 79.30%-68.8pp | 68.30%-57.8pp | 373.66%-363.1pp |
| Employer contribution / active EE | $19,983 | $5,246+280.9% | $4,859+311.3% | $4,754+320.4% |
| Participant deferral / active EE | $14,300 | $8,103+76.5% | $7,760+84.3% | $6,712+113.1% |
| Admin fee / account holder | $4,631 | $12,406-62.7% | $10,767-57.0% | $11,409-59.4% |