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.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $736,073 | $274,299+168.3% | $274,299+168.3% | $286,788+156.7% |
| Participation rate | 100.0% | 43.5%+56.5pp | 39.8%+60.2pp | 37.6%+62.4pp |
| Annual return | 15.13% | 8.66%+6.5pp | 8.84%+6.3pp | 9.30%+5.8pp |
| Employer contribution / active EE | $126,667 | $69,684+81.8% | $67,498+87.7% | $43,748+189.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $10,916 | $46,528-76.5% | $46,528-76.5% | $12,596-13.3% |