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 | $534,205 | $103,038+418.5% | $90,324+491.4% | $152,909+249.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.47% | 95.25%-79.8pp | 78.15%-62.7pp | 345.46%-330.0pp |
| Employer contribution / active EE | $621 | $3,141-80.2% | $2,856-78.3% | $4,764-87.0% |
| Participant deferral / active EE | $650 | $4,282-84.8% | $3,885-83.3% | $5,851-88.9% |
| Admin fee / account holder | $1,848 | $6,177-70.1% | $5,356-65.5% | $11,601-84.1% |