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 | $400,616 | $108,912+267.8% | $100,383+299.1% | $145,959+174.5% |
| Participation rate | 84.6% | 83.0%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 12.19% | 57.96%-45.8pp | 49.26%-37.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $17,796 | $4,423+302.4% | $3,944+351.3% | $4,661+281.8% |
| Participant deferral / active EE | $1,425 | $8,451-83.1% | $8,086-82.4% | $6,689-78.7% |
| Admin fee / account holder | $3,619 | $9,690-62.7% | $7,900-54.2% | $13,398-73.0% |