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 | $285,105 | $138,076+106.5% | $123,553+130.8% | $135,380+110.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.45% | 153.70%-157.1pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $496 | $5,152-90.4% | $4,628-89.3% | $4,779-89.6% |
| Participant deferral / active EE | $2,414 | $6,800-64.5% | $6,426-62.4% | $5,609-57.0% |
| Admin fee / account holder | $1,585 | $10,917-85.5% | $9,284-82.9% | $10,828-85.4% |