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 | $853,082 | $148,623+474.0% | $135,974+527.4% | $139,466+511.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.45% | 79.30%-44.8pp | 68.30%-33.9pp | 373.66%-339.2pp |
| Employer contribution / active EE | $333 | $5,246-93.6% | $4,859-93.1% | $4,754-93.0% |
| Participant deferral / active EE | $18,333 | $8,103+126.3% | $7,760+136.3% | $6,712+173.1% |
| Admin fee / account holder | $47,762 | $12,406+285.0% | $10,767+343.6% | $11,409+318.6% |