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 | $582,277 | $159,934+264.1% | $147,005+296.1% | $145,959+298.9% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 140.74% | 98.24%+42.5pp | 418.76%-278.0pp | 561.95%-421.2pp |
| Employer contribution / active EE | $496 | $5,287-90.6% | $4,934-90.0% | $4,661-89.4% |
| Participant deferral / active EE | $12,071 | $8,427+43.2% | $8,070+49.6% | $6,689+80.5% |
| Admin fee / account holder | $16,486 | $15,053+9.5% | $13,006+26.8% | $13,398+23.1% |