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.
Employer 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 | $288,907 | $152,619+89.3% | $125,195+130.8% | $152,909+88.9% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 26.00% | 54.85%-28.8pp | 43.79%-17.8pp | 345.46%-319.5pp |
| Employer contribution / active EE | $330 | $4,947-93.3% | $3,866-91.5% | $4,764-93.1% |
| Participant deferral / active EE | $14,465 | $5,869+146.5% | $4,937+193.0% | $5,851+147.2% |
| Admin fee / account holder | $43,126 | $13,437+220.9% | $9,704+344.4% | $11,601+271.8% |