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 | $406,975 | $100,792+303.8% | $86,691+369.5% | $134,509+202.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.11% | 29.08%-38.2pp | 35.94%-45.0pp | 418.13%-427.2pp |
| Employer contribution / active EE | $637 | $3,491-81.8% | $2,837-77.5% | $4,741-86.6% |
| Participant deferral / active EE | $13,500 | $5,339+152.9% | $4,656+189.9% | $6,400+110.9% |
| Admin fee / account holder | $99,545 | $10,924+811.3% | $7,492+1228.7% | $11,427+771.2% |