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 | $571,095 | $148,629+284.2% | $135,982+320.0% | $139,487+309.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.47% | 79.33%-64.9pp | 68.32%-53.9pp | 373.84%-359.4pp |
| Employer contribution / active EE | $727 | $5,247-86.2% | $4,859-85.0% | $4,755-84.7% |
| Participant deferral / active EE | $9,500 | $8,102+17.3% | $7,760+22.4% | $6,713+41.5% |
| Admin fee / account holder | $19,003 | $12,406+53.2% | $10,767+76.5% | $11,407+66.6% |