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.)
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 | $312,595 | $183,539+70.3% | $155,556+101.0% | $145,897+114.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $658 | $5,315-87.6% | $4,675-85.9% | $4,663-85.9% |
| Participant deferral / active EE | $3,995 | $6,467-38.2% | $5,631-29.1% | $6,689-40.3% |
| Admin fee / account holder | $2,695 | $19,275-86.0% | $15,885-83.0% | $13,390-79.9% |