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 | $2,276,539 | $201,370+1030.5% | $184,256+1135.5% | $145,897+1460.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.79% | 29.05%-2.3pp | 28.85%-2.1pp | 552.29%-525.5pp |
| Employer contribution / active EE | $18,250 | $7,024+159.8% | $6,427+184.0% | $4,663+291.4% |
| Participant deferral / active EE | $1,000 | $9,808-89.8% | $9,133-89.1% | $6,689-85.1% |
| Admin fee / account holder | $95,033 | $16,364+480.7% | $13,899+583.7% | $13,390+609.7% |