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.
Participant 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 | $935,939 | $180,749+417.8% | $160,784+482.1% | $137,256+581.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.51% | 2234.46%-2217.0pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $750 | $4,155-82.0% | $3,733-79.9% | $4,156-82.0% |
| Participant deferral / active EE | $750 | $6,844-89.0% | $6,293-88.1% | $6,407-88.3% |
| Admin fee / account holder | $3,021 | $10,397-70.9% | $9,717-68.9% | $12,270-75.4% |