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 | $285,086 | $156,398+82.3% | $147,318+93.5% | $138,895+105.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.09% | 78.75%-71.7pp | 70.43%-63.3pp | 145.39%-138.3pp |
| Employer contribution / active EE | $11,633 | $4,853+139.7% | $4,593+153.3% | $4,194+177.4% |
| Participant deferral / active EE | $2,094 | $8,237-74.6% | $7,906-73.5% | $6,396-67.3% |
| Admin fee / account holder | $1,675 | $14,976-88.8% | $13,708-87.8% | $12,562-86.7% |