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.)
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 | $695,528 | $201,344+245.4% | $184,243+277.5% | $145,877+376.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 29.01%-20.3pp | 28.82%-20.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,000 | $7,022-85.8% | $6,427-84.4% | $4,663-78.6% |
| Participant deferral / active EE | $22,750 | $9,807+132.0% | $9,132+149.1% | $6,691+240.0% |
| Admin fee / account holder | $10,146 | $16,382-38.1% | $13,914-27.1% | $13,402-24.3% |