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 | $307,941 | $176,077+74.9% | $159,455+93.1% | $167,518+83.8% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 20.11% | 331.83%-311.7pp | 263.63%-243.5pp | 478.71%-458.6pp |
| Employer contribution / active EE | $659 | $5,298-87.6% | $4,830-86.3% | $4,838-86.4% |
| Participant deferral / active EE | $11,553 | $7,751+49.1% | $7,353+57.1% | $6,342+82.2% |
| Admin fee / account holder | $472 | $12,556-96.2% | $10,800-95.6% | $12,312-96.2% |