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 | $267,957 | $143,969+86.1% | $199,883+34.1% | $82,637+224.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 86.8%-6.8pp | 68.1%+11.9pp |
| Annual return | 17.75% | 25.67%-7.9pp | 43.81%-26.1pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $15,676 | $6,937+126.0% | $9,138+71.5% | $4,126+279.9% |
| Admin fee / account holder | $62,578 | $14,597+328.7% | $17,268+262.4% | $7,339+752.7% |