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.)
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 | $878,113 | $209,425+319.3% | $178,499+391.9% | $158,966+452.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -15.35% | 188.80%-204.1pp | 151.10%-166.5pp | 302.95%-318.3pp |
| Employer contribution / active EE | $5,557 | $5,707-2.6% | $5,011+10.9% | $4,762+16.7% |
| Participant deferral / active EE | $550 | $5,955-90.8% | $5,202-89.4% | $5,983-90.8% |
| Admin fee / account holder | $9,621 | $17,078-43.7% | $13,986-31.2% | $11,250-14.5% |