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 | $253,403 | $198,457+27.7% | $170,435+48.7% | $147,586+71.7% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 19.91% | 257.30%-237.4pp | 205.94%-186.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $765 | $6,183-87.6% | $5,432-85.9% | $4,876-84.3% |
| Participant deferral / active EE | $8,842 | $5,629+57.1% | $4,939+79.0% | $5,439+62.6% |
| Admin fee / account holder | $21,371 | $16,852+26.8% | $13,881+54.0% | $10,886+96.3% |