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.
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 | $481,684 | $178,174+170.3% | $156,181+208.4% | $137,256+250.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 14.96% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $13,033 | $4,972+162.1% | $4,294+203.5% | $4,156+213.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,378 | $17,404-69.1% | $14,586-63.1% | $12,270-56.2% |