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 | $467,064 | $75,935+515.1% | $60,547+671.4% | $125,393+272.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.93% | -5.38%+6.3pp | 335.64%-334.7pp | 282.23%-281.3pp |
| Employer contribution / active EE | $3,237 | $3,438-5.9% | $2,419+33.8% | $4,866-33.5% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,351-100.0% |
| Admin fee / account holder | $106,697 | $6,768+1476.5% | $4,536+2252.1% | $9,541+1018.3% |