Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $844,091 | $100,970+736.0% | $96,576+774.0% | $137,256+515.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.73% | 38.16%-24.4pp | 38.47%-24.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $38,329 | $3,809+906.2% | $3,553+978.7% | $4,156+822.3% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,653 | $11,312-50.0% | $11,381-50.3% | $12,270-53.9% |