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 | $415,589 | $176,105+136.0% | $159,474+160.6% | $167,536+148.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.92% | 331.91%-320.0pp | 263.68%-251.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $668 | $5,299-87.4% | $4,831-86.2% | $4,839-86.2% |
| Participant deferral / active EE | $8,473 | $7,751+9.3% | $7,353+15.2% | $6,342+33.6% |
| Admin fee / account holder | $14,281 | $12,559+13.7% | $10,802+32.2% | $12,315+16.0% |