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.
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 | $561,095 | $160,040+250.6% | $147,096+281.4% | $145,877+284.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.19% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,723 | $5,289-67.4% | $4,936-65.1% | $4,663-63.1% |
| Participant deferral / active EE | $2,427 | $8,429-71.2% | $8,071-69.9% | $6,691-63.7% |
| Admin fee / account holder | $22,256 | $15,050+47.9% | $13,005+71.1% | $13,402+66.1% |