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.)
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 | $385,117 | $209,425+83.9% | $178,499+115.8% | $158,966+142.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.34% | 188.80%-184.5pp | 151.10%-146.8pp | 302.95%-298.6pp |
| Employer contribution / active EE | $10,291 | $5,707+80.3% | $5,011+105.4% | $4,762+116.1% |
| Participant deferral / active EE | $130 | $5,955-97.8% | $5,202-97.5% | $5,983-97.8% |
| Admin fee / account holder | $1,114 | $17,078-93.5% | $13,986-92.0% | $11,250-90.1% |