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 | $436,346 | $160,040+172.6% | $147,096+196.6% | $145,877+199.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 302.11% | 98.49%+203.6pp | 419.75%-117.6pp | 551.28%-249.2pp |
| Employer contribution / active EE | $125 | $5,289-97.6% | $4,936-97.5% | $4,663-97.3% |
| Participant deferral / active EE | $32,865 | $8,429+289.9% | $8,071+307.2% | $6,691+391.2% |
| Admin fee / account holder | $4,167 | $15,050-72.3% | $13,005-68.0% | $13,402-68.9% |