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 | $261,707 | $102,609+155.1% | $98,090+166.8% | $138,895+88.4% |
| Participation rate | 81.8% | 82.8%-1.0pp | 81.5%+0.3pp | 79.9%+1.9pp |
| Annual return | 16.28% | 36.44%-20.2pp | 37.05%-20.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,530 | $8,167-7.8% | $7,845-4.0% | $6,396+17.7% |
| Admin fee / account holder | $8,119 | $11,434-29.0% | $11,815-31.3% | $12,562-35.4% |