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 | $419,863 | $217,432+93.1% | $185,849+125.9% | $167,536+150.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.94% | 148.42%-141.5pp | 122.10%-115.2pp | 478.82%-471.9pp |
| Employer contribution / active EE | $1,238 | $5,875-78.9% | $5,169-76.1% | $4,839-74.4% |
| Participant deferral / active EE | $1,210 | $6,357-81.0% | $5,569-78.3% | $6,342-80.9% |
| Admin fee / account holder | $16,017 | $19,818-19.2% | $16,244-1.4% | $12,315+30.1% |