Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $880,468 | $211,224+316.8% | $178,505+393.2% | $145,897+503.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 104.69% | 30.28%+74.4pp | 27.16%+77.5pp | 552.29%-447.6pp |
| Employer contribution / active EE | $470 | $4,577-89.7% | $3,955-88.1% | $4,663-89.9% |
| Participant deferral / active EE | $5,875 | $6,966-15.7% | $6,280-6.5% | $6,689-12.2% |
| Admin fee / account holder | $565 | $12,109-95.3% | $10,428-94.6% | $13,390-95.8% |