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.)
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 | $251,115 | $115,917+116.6% | $100,535+149.8% | $158,982+58.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.60% | 34.80%-13.2pp | 30.90%-9.3pp | 302.99%-281.4pp |
| Employer contribution / active EE | $1,118 | $4,105-72.8% | $3,419-67.3% | $4,763-76.5% |
| Participant deferral / active EE | $1,507 | $6,677-77.4% | $6,271-76.0% | $5,983-74.8% |
| Admin fee / account holder | $7,844 | $11,002-28.7% | $8,085-3.0% | $11,252-30.3% |