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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $265,592 | $127,387+108.5% | $115,038+130.9% | $125,389+111.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.15% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $19,198 | $5,166+271.6% | $4,608+316.6% | $4,866+294.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $919 | $9,516-90.3% | $8,175-88.8% | $9,541-90.4% |