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 | $599,589 | $223,823+167.9% | $211,142+184.0% | $154,746+287.5% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 13.22% | 50.39%-37.2pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,800 | $9,750-50.8% | $9,284-48.3% | $6,730-28.7% |
| Admin fee / account holder | $3,161 | $19,707-84.0% | $19,076-83.4% | $14,365-78.0% |