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 | $422,100 | $99,053+326.1% | $88,179+378.7% | $138,895+203.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.14% | 78.17%-65.0pp | 64.97%-51.8pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,720 | $5,225+277.4% | $4,614+327.4% | $6,396+208.3% |
| Admin fee / account holder | $12,789 | $8,748+46.2% | $7,673+66.7% | $12,562+1.8% |