Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $285,384 | $114,119+150.1% | $107,187+166.2% | $138,895+105.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 19.56% | 273.21%-253.6pp | 204.55%-185.0pp | 145.39%-125.8pp |
| Employer contribution / active EE | $473 | $4,059-88.4% | $3,782-87.5% | $4,194-88.7% |
| Participant deferral / active EE | $4,471 | $5,538-19.3% | $5,096-12.3% | $6,396-30.1% |
| Admin fee / account holder | $4,685 | $10,024-53.3% | $9,162-48.9% | $12,562-62.7% |