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 | $463,587 | $147,556+214.2% | $129,031+259.3% | $198,609+133.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 35.55% | 37.41%-1.9pp | 34.67%+0.9pp | 202.70%-167.1pp |
| Employer contribution / active EE | $523 | $3,645-85.7% | $3,226-83.8% | $5,055-89.7% |
| Participant deferral / active EE | $12,044 | $5,760+109.1% | $5,217+130.9% | $6,977+72.6% |
| Admin fee / account holder | $16,684 | $15,467+7.9% | $13,208+26.3% | $19,030-12.3% |