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 | $310,768 | $190,879+62.8% | $160,009+94.2% | $134,532+131.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.76% | 552.63%-576.4pp | 408.85%-432.6pp | 418.27%-442.0pp |
| Employer contribution / active EE | $12,848 | $4,995+157.2% | $4,225+204.1% | $4,741+171.0% |
| Participant deferral / active EE | $13,500 | $6,924+95.0% | $6,183+118.3% | $6,401+110.9% |
| Admin fee / account holder | $3,668 | $10,495-65.1% | $8,715-57.9% | $11,429-67.9% |