Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $354,828 | $155,555+128.1% | $146,866+141.6% | $155,188+128.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 15.28% | 115.41%-100.1pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $172 | $4,647-96.3% | $4,425-96.1% | $4,248-95.9% |
| Participant deferral / active EE | $3,286 | $8,044-59.1% | $7,759-57.6% | $6,531-49.7% |
| Admin fee / account holder | $1,679 | $14,755-88.6% | $13,620-87.7% | $14,480-88.4% |