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 | $343,714 | $154,228+122.9% | $145,433+136.3% | $137,256+150.4% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 14.20% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,533 | $4,804+15.2% | $4,554+21.5% | $4,156+33.1% |
| Participant deferral / active EE | $1,305 | $8,216-84.1% | $7,897-83.5% | $6,407-79.6% |
| Admin fee / account holder | $19,392 | $14,344+35.2% | $13,129+47.7% | $12,270+58.0% |