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 | $398,757 | $176,105+126.4% | $159,474+150.0% | $167,536+138.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.55% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $194 | $5,299-96.3% | $4,831-96.0% | $4,839-96.0% |
| Participant deferral / active EE | $2,696 | $7,751-65.2% | $7,353-63.3% | $6,342-57.5% |
| Admin fee / account holder | $402 | $12,559-96.8% | $10,802-96.3% | $12,315-96.7% |