Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $279,660 | $114,119+145.1% | $107,187+160.9% | $138,895+101.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 33.32% | 273.21%-239.9pp | 204.55%-171.2pp | 145.39%-112.1pp |
| Employer contribution / active EE | $2,014 | $4,059-50.4% | $3,782-46.8% | $4,194-52.0% |
| Participant deferral / active EE | $707 | $5,538-87.2% | $5,096-86.1% | $6,396-89.0% |
| Admin fee / account holder | $3,158 | $10,024-68.5% | $9,162-65.5% | $12,562-74.9% |