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.)
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 | $326,800 | $185,883+75.8% | $170,043+92.2% | $139,466+134.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.25% | 60.54%-52.3pp | 53.40%-45.2pp | 373.66%-365.4pp |
| Employer contribution / active EE | $33,502 | $7,596+341.0% | $6,790+393.4% | $4,754+604.7% |
| Participant deferral / active EE | $1,250 | $11,626-89.2% | $10,410-88.0% | $6,712-81.4% |
| Admin fee / account holder | $2,579 | $15,393-83.2% | $12,824-79.9% | $11,409-77.4% |