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.)
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 | $258,101 | $160,040+61.3% | $147,096+75.5% | $145,877+76.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 6.33% | 98.49%-92.2pp | 419.75%-413.4pp | 551.28%-545.0pp |
| Employer contribution / active EE | $603 | $5,289-88.6% | $4,936-87.8% | $4,663-87.1% |
| Participant deferral / active EE | $14,192 | $8,429+68.4% | $8,071+75.8% | $6,691+112.1% |
| Admin fee / account holder | $103,452 | $15,050+587.4% | $13,005+695.5% | $13,402+671.9% |