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 | $251,628 | $176,105+42.9% | $159,474+57.8% | $167,536+50.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.55% | 331.91%-323.4pp | 263.68%-255.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $13,025 | $5,299+145.8% | $4,831+169.6% | $4,839+169.2% |
| Participant deferral / active EE | $2,315 | $7,751-70.1% | $7,353-68.5% | $6,342-63.5% |
| Admin fee / account holder | $8,342 | $12,559-33.6% | $10,802-22.8% | $12,315-32.3% |