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.)
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 | $337,689 | $176,105+91.8% | $159,474+111.8% | $167,536+101.6% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 14.56% | 331.91%-317.3pp | 263.68%-249.1pp | 478.82%-464.3pp |
| Employer contribution / active EE | $546 | $5,299-89.7% | $4,831-88.7% | $4,839-88.7% |
| Participant deferral / active EE | $3,019 | $7,751-61.1% | $7,353-58.9% | $6,342-52.4% |
| Admin fee / account holder | $2,048 | $12,559-83.7% | $10,802-81.0% | $12,315-83.4% |