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 | $1,680,210 | $157,296+968.2% | $141,191+1090.0% | $152,897+998.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.89% | 64.34%-52.4pp | 71.41%-59.5pp | 345.43%-333.5pp |
| Employer contribution / active EE | $1,177 | $5,262-77.6% | $4,736-75.1% | $4,764-75.3% |
| Participant deferral / active EE | $2,025 | $7,111-71.5% | $6,710-69.8% | $5,851-65.4% |
| Admin fee / account holder | $81,903 | $12,125+575.5% | $10,264+698.0% | $11,599+606.1% |