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 | $315,024 | $160,070+96.8% | $147,117+114.1% | $145,897+115.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.92% | 98.69%-77.8pp | 420.54%-399.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $208 | $5,285-96.1% | $4,932-95.8% | $4,663-95.5% |
| Participant deferral / active EE | $3,208 | $8,419-61.9% | $8,065-60.2% | $6,689-52.0% |
| Admin fee / account holder | $17,553 | $15,035+16.7% | $12,993+35.1% | $13,390+31.1% |