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.)
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 | $1,028,421 | $167,030+515.7% | $135,768+657.5% | $155,188+562.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.31% | 678.39%-661.1pp | 526.10%-508.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,477 | $4,132-40.1% | $3,394-27.0% | $4,248-41.7% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $130,355 | $8,172+1495.2% | $7,048+1749.4% | $14,480+800.3% |