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 | $1,051,464 | $217,392+383.7% | $185,818+465.9% | $167,497+527.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.42% | 148.37%-133.0pp | 122.06%-106.6pp | 478.62%-463.2pp |
| Employer contribution / active EE | $582 | $5,873-90.1% | $5,168-88.7% | $4,838-88.0% |
| Participant deferral / active EE | $11,491 | $6,357+80.8% | $5,568+106.4% | $6,341+81.2% |
| Admin fee / account holder | $12,152 | $19,813-38.7% | $16,239-25.2% | $12,310-1.3% |