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 | $306,689 | $108,912+181.6% | $100,383+205.5% | $145,959+110.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.86% | 57.96%-48.1pp | 49.26%-39.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $696 | $4,423-84.3% | $3,944-82.3% | $4,661-85.1% |
| Participant deferral / active EE | $1,589 | $8,451-81.2% | $8,086-80.4% | $6,689-76.2% |
| Admin fee / account holder | $14,445 | $9,690+49.1% | $7,900+82.8% | $13,398+7.8% |