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 | $704,072 | $152,651+361.2% | $105,218+569.2% | $125,389+461.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -2.75% | 8.24%-11.0pp | 5.33%-8.1pp | 282.24%-285.0pp |
| Employer contribution / active EE | $12,500 | $4,802+160.3% | $3,255+284.0% | $4,866+156.9% |
| Participant deferral / active EE | $0 | $6,660-100.0% | $4,867-100.0% | $5,352-100.0% |
| Admin fee / account holder | $43,353 | $14,248+204.3% | $6,992+520.0% | $9,541+354.4% |