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 | $345,354 | $110,410+212.8% | $102,437+237.1% | $145,897+136.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 19.65% | 24.85%-5.2pp | 24.95%-5.3pp | 552.29%-532.6pp |
| Employer contribution / active EE | $631 | $4,217-85.0% | $3,871-83.7% | $4,663-86.5% |
| Participant deferral / active EE | $8,021 | $5,622+42.7% | $5,060+58.5% | $6,689+19.9% |
| Admin fee / account holder | $7,310 | $9,745-25.0% | $8,388-12.9% | $13,390-45.4% |