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 | $408,662 | $154,228+165.0% | $145,433+181.0% | $137,256+197.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.54% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $772 | $4,804-83.9% | $4,554-83.0% | $4,156-81.4% |
| Participant deferral / active EE | $13,327 | $8,216+62.2% | $7,897+68.8% | $6,407+108.0% |
| Admin fee / account holder | $9,627 | $14,344-32.9% | $13,129-26.7% | $12,270-21.5% |