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 | $320,745 | $102,696+212.3% | $86,235+271.9% | $139,487+129.9% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 9.21% | 1925.91%-1916.7pp | 1170.03%-1160.8pp | 373.84%-364.6pp |
| Employer contribution / active EE | $502 | $3,034-83.5% | $2,381-78.9% | $4,755-89.5% |
| Participant deferral / active EE | $2,059 | $4,679-56.0% | $3,987-48.4% | $6,713-69.3% |
| Admin fee / account holder | $5,240 | $8,667-39.5% | $6,856-23.6% | $11,407-54.1% |