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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $320,324 | $81,947+290.9% | $105,387+204.0% | $72,975+338.9% |
| Participation rate | 76.9% | 76.5%+0.4pp | 82.6%-5.6pp | 69.5%+7.4pp |
| Annual return | 5.60% | 42.90%-37.3pp | 26.82%-21.2pp | 81.01%-75.4pp |
| Employer contribution / active EE | $4,982 | $3,468+43.6% | $4,213+18.2% | $2,440+104.2% |
| Participant deferral / active EE | $838 | $4,494-81.4% | $5,502-84.8% | $3,608-76.8% |
| Admin fee / account holder | $2,908 | $6,258-53.5% | $6,559-55.7% | $5,124-43.2% |