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 | $597,394 | $184,014+224.6% | $161,149+270.7% | $138,895+330.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.34% | 21.52%-5.2pp | 21.16%-4.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,055 | $5,055-79.1% | $4,360-75.8% | $4,194-74.9% |
| Participant deferral / active EE | $2,696 | $6,909-61.0% | $6,153-56.2% | $6,396-57.8% |
| Admin fee / account holder | $18,465 | $18,027+2.4% | $15,194+21.5% | $12,562+47.0% |