Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $414,855 | $102,245+305.7% | $89,340+364.4% | $137,256+202.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.37% | 21.89%-8.5pp | 20.57%-7.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,000 | $4,436+170.5% | $3,823+213.9% | $6,407+87.3% |
| Admin fee / account holder | $5,968 | $8,085-26.2% | $6,704-11.0% | $12,270-51.4% |