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.)
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 | $283,157 | $135,956+108.3% | $123,894+128.5% | $273,972+3.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.20% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $106 | $5,170-97.9% | $4,617-97.7% | $4,869-97.8% |
| Participant deferral / active EE | $10,389 | $6,343+63.8% | $5,984+73.6% | $5,287+96.5% |
| Admin fee / account holder | $141,610 | $9,817+1342.4% | $8,357+1594.5% | $10,133+1297.6% |