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 | $835,061 | $176,120+374.1% | $159,487+423.6% | $167,553+398.4% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 19.05% | 331.95%-312.9pp | 263.71%-244.7pp | 478.89%-459.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,058 | $7,752-60.6% | $7,354-58.4% | $6,343-51.8% |
| Admin fee / account holder | $11,812 | $12,561-6.0% | $10,804+9.3% | $12,316-4.1% |