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 | $429,595 | $148,623+189.0% | $135,974+215.9% | $139,466+208.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 11.23% | 79.30%-68.1pp | 68.30%-57.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $1,209 | $5,246-77.0% | $4,859-75.1% | $4,754-74.6% |
| Participant deferral / active EE | $1,660 | $8,103-79.5% | $7,760-78.6% | $6,712-75.3% |
| Admin fee / account holder | $15,670 | $12,406+26.3% | $10,767+45.5% | $11,409+37.3% |