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 | $106,974+287.8% | $90,796+356.9% | $138,895+198.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 13.37% | 20.10%-6.7pp | 19.29%-5.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,000 | $4,455+169.4% | $3,822+214.0% | $6,396+87.6% |
| Admin fee / account holder | $5,968 | $8,626-30.8% | $7,024-15.0% | $12,562-52.5% |