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 | $291,418 | $199,109+46.4% | $173,730+67.7% | $154,746+88.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 8.87% | 20.02%-11.1pp | 19.96%-11.1pp | 172.34%-163.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,475 | $7,113+89.5% | $6,326+113.0% | $6,730+100.2% |
| Admin fee / account holder | $35,271 | $20,916+68.6% | $17,523+101.3% | $14,365+145.5% |