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 | $784,842 | $183,323+328.1% | $161,229+386.8% | $428,746+83.1% |
| Participation rate | 100.0% | 95.0%+5.0pp | 89.0%+11.0pp | 88.2%+11.8pp |
| Annual return | 9.10% | -8.82%+17.9pp | -6.10%+15.2pp | 331.92%-322.8pp |
| Employer contribution / active EE | $37,500 | $6,792+452.1% | $5,109+634.0% | $8,363+348.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,522-100.0% | $5,961-100.0% |
| Admin fee / account holder | $23,361 | $26,794-12.8% | $21,072+10.9% | $31,735-26.4% |