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 | $255,990 | $202,342+26.5% | $172,753+48.2% | $152,909+67.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.98% | 1029.88%-1013.9pp | 803.00%-787.0pp | 345.46%-329.5pp |
| Employer contribution / active EE | $21,685 | $5,857+270.2% | $5,144+321.6% | $4,764+355.2% |
| Participant deferral / active EE | $852 | $5,948-85.7% | $5,198-83.6% | $5,851-85.4% |
| Admin fee / account holder | $6,568 | $17,112-61.6% | $13,956-52.9% | $11,601-43.4% |