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 | $319,903 | $93,064+243.7% | $74,577+329.0% | $273,972+16.8% |
| Participation rate | 90.9% | 74.9%+16.0pp | 68.1%+22.8pp | 83.0%+7.9pp |
| Annual return | 7.75% | 26.18%-18.4pp | 20.47%-12.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,496 | $4,160+152.3% | $3,458+203.5% | $5,287+98.5% |
| Admin fee / account holder | $2,852 | $5,273-45.9% | $4,138-31.1% | $10,133-71.9% |