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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $431,018 | $223,823+92.6% | $211,142+104.1% | $154,746+178.5% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 21.06% | 50.39%-29.3pp | 46.84%-25.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,500 | $6,787-77.9% | $6,442-76.7% | $4,379-65.7% |
| Participant deferral / active EE | $518 | $9,750-94.7% | $9,284-94.4% | $6,730-92.3% |
| Admin fee / account holder | $1,747 | $19,707-91.1% | $19,076-90.8% | $14,365-87.8% |