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 | $358,900 | $157,304+128.2% | $141,197+154.2% | $152,909+134.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 25.16% | 64.34%-39.2pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $496 | $5,263-90.6% | $4,736-89.5% | $4,764-89.6% |
| Participant deferral / active EE | $2,414 | $7,111-66.1% | $6,710-64.0% | $5,851-58.7% |
| Admin fee / account holder | $1,641 | $12,126-86.5% | $10,265-84.0% | $11,601-85.9% |