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 | $265,723 | $196,972+34.9% | $182,262+45.8% | $198,609+33.8% |
| Participation rate | 76.5% | 85.7%-9.2pp | 84.2%-7.7pp | 82.4%-5.9pp |
| Annual return | 7.83% | 158.27%-150.4pp | 140.60%-132.8pp | 202.70%-194.9pp |
| Employer contribution / active EE | $1,100 | $5,364-79.5% | $5,046-78.2% | $5,055-78.2% |
| Participant deferral / active EE | $8,366 | $8,643-3.2% | $8,276+1.1% | $6,977+19.9% |
| Admin fee / account holder | $7,839 | $18,429-57.5% | $16,712-53.1% | $19,030-58.8% |