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 | $460,026 | $172,111+167.3% | $150,298+206.1% | $137,256+235.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.94% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $633 | $4,636-86.3% | $4,154-84.8% | $4,156-84.8% |
| Participant deferral / active EE | $10,777 | $6,166+74.8% | $5,453+97.6% | $6,407+68.2% |
| Admin fee / account holder | $8,111 | $16,471-50.8% | $14,116-42.5% | $12,270-33.9% |