Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,574,689 | $212,386+1583.1% | $199,883+1688.4% | $138,895+2473.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.42% | 47.75%-38.3pp | 43.81%-34.4pp | 145.39%-136.0pp |
| Employer contribution / active EE | $29,375 | $6,625+343.4% | $6,261+369.2% | $4,194+600.4% |
| Participant deferral / active EE | $2,500 | $9,617-74.0% | $9,138-72.6% | $6,396-60.9% |
| Admin fee / account holder | $31,495 | $18,233+72.7% | $17,268+82.4% | $12,562+150.7% |