Sign up free to preview peer percentile detail
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.)
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 | $506,418 | $88,996+469.0% | $78,004+549.2% | $138,895+264.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 18.49% | 28.03%-9.5pp | 31.07%-12.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $29,167 | $2,917+899.9% | $2,469+1081.4% | $4,194+595.4% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $30,336 | $8,807+244.4% | $7,578+300.3% | $12,562+141.5% |