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 | $469,012 | $211,239+122.0% | $178,528+162.7% | $145,877+221.5% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 6.00% | 30.22%-24.2pp | 27.11%-21.1pp | 551.28%-545.3pp |
| Employer contribution / active EE | $2,517 | $4,570-44.9% | $3,950-36.3% | $4,663-46.0% |
| Participant deferral / active EE | $754 | $6,963-89.2% | $6,278-88.0% | $6,691-88.7% |
| Admin fee / account holder | $1,255 | $12,095-89.6% | $10,419-88.0% | $13,402-90.6% |