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 | $469,893 | $102,828+357.0% | $105,387+345.9% | $152,897+207.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.35% | 20.85%+5.5pp | 26.82%-0.5pp | 345.43%-319.1pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,177 | $5,465+86.2% | $5,502+85.0% | $5,851+73.9% |
| Admin fee / account holder | $997 | $8,683-88.5% | $6,559-84.8% | $11,599-91.4% |