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 | $388,179 | $223,823+73.4% | $211,142+83.8% | $154,746+150.8% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 10.38% | 50.39%-40.0pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,306 | $6,787-80.8% | $6,442-79.7% | $4,379-70.2% |
| Participant deferral / active EE | $6,985 | $9,750-28.4% | $9,284-24.8% | $6,730+3.8% |
| Admin fee / account holder | $24,279 | $19,707+23.2% | $19,076+27.3% | $14,365+69.0% |