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 | $253,136 | $148,623+70.3% | $135,974+86.2% | $139,466+81.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -4.13% | 79.30%-83.4pp | 68.30%-72.4pp | 373.66%-377.8pp |
| Employer contribution / active EE | $2,953 | $5,246-43.7% | $4,859-39.2% | $4,754-37.9% |
| Participant deferral / active EE | $1,650 | $8,103-79.6% | $7,760-78.7% | $6,712-75.4% |
| Admin fee / account holder | $3,594 | $12,406-71.0% | $10,767-66.6% | $11,409-68.5% |