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 | $1,253,237 | $167,353+648.9% | $143,797+771.5% | $134,545+831.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.23% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,024 | $5,620-81.8% | $4,952-79.3% | $4,742-78.4% |
| Participant deferral / active EE | $13,400 | $6,447+107.8% | $5,638+137.7% | $6,401+109.3% |
| Admin fee / account holder | $8,676 | $18,096-52.1% | $14,679-40.9% | $11,431-24.1% |