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 | $715,072 | $160,028+346.8% | $147,080+386.2% | $145,884+390.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.71% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.1pp |
| Employer contribution / active EE | $12,235 | $5,286+131.5% | $4,933+148.0% | $4,662+162.4% |
| Participant deferral / active EE | $2,455 | $8,422-70.8% | $8,066-69.6% | $6,690-63.3% |
| Admin fee / account holder | $39,413 | $15,030+162.2% | $12,989+203.4% | $13,392+194.3% |