Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $731,056 | $162,136+350.9% | $152,301+380.0% | $154,746+372.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.85% | 91.02%-83.2pp | 80.50%-72.7pp | 172.34%-164.5pp |
| Employer contribution / active EE | $27,191 | $4,890+456.0% | $4,624+488.0% | $4,379+520.9% |
| Participant deferral / active EE | $2,500 | $8,341-70.0% | $8,004-68.8% | $6,730-62.9% |
| Admin fee / account holder | $13,228 | $15,759-16.1% | $14,398-8.1% | $14,365-7.9% |