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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $649,080 | $523,242+24.0% | $482,648+34.5% | $352,355+84.2% |
| Participation rate | 100.0% | 100.0%0pp | 96.8%+3.2pp | 89.9%+10.1pp |
| Annual return | 25.89% | -20.76%+46.7pp | -20.55%+46.4pp | 910.77%-884.9pp |
| Employer contribution / active EE | $8,227 | $9,451-13.0% | $9,004-8.6% | $9,649-14.7% |
| Participant deferral / active EE | $0 | $9,846-100.0% | $9,178-100.0% | $6,422-100.0% |
| Admin fee / account holder | $25,470 | $18,777+35.6% | $17,473+45.8% | $32,261-21.1% |