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 | $411,634 | $201,372+104.4% | $184,260+123.4% | $145,884+182.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.57% | 29.04%-15.5pp | 28.84%-15.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,003 | $7,024-85.7% | $6,427-84.4% | $4,662-78.5% |
| Participant deferral / active EE | $9,800 | $9,808-0.1% | $9,133+7.3% | $6,690+46.5% |
| Admin fee / account holder | $10,000 | $16,362-38.9% | $13,898-28.0% | $13,392-25.3% |