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 | $480,934 | $167,362+187.4% | $143,799+234.4% | $134,532+257.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.30% | 0.47%-26.8pp | -0.04%-26.3pp | 418.27%-444.6pp |
| Employer contribution / active EE | $1,000 | $5,620-82.2% | $4,952-79.8% | $4,741-78.9% |
| Participant deferral / active EE | $3,939 | $6,447-38.9% | $5,638-30.1% | $6,401-38.5% |
| Admin fee / account holder | $476 | $18,094-97.4% | $14,677-96.8% | $11,429-95.8% |