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 | $729,070 | $223,823+225.7% | $211,142+245.3% | $154,746+371.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.46% | 50.39%-30.9pp | 46.84%-27.4pp | 172.34%-152.9pp |
| Employer contribution / active EE | $18,000 | $6,787+165.2% | $6,442+179.4% | $4,379+311.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,188 | $19,707-53.4% | $19,076-51.8% | $14,365-36.0% |