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 | $503,072 | $223,823+124.8% | $211,142+138.3% | $154,746+225.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.59% | 50.39%-40.8pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $3,238 | $6,787-52.3% | $6,442-49.7% | $4,379-26.1% |
| Participant deferral / active EE | $1,237 | $9,750-87.3% | $9,284-86.7% | $6,730-81.6% |
| Admin fee / account holder | $25,037 | $19,707+27.0% | $19,076+31.3% | $14,365+74.3% |