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 | $210,698+317.9% | $178,014+394.6% | $145,959+503.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 104.69% | 386.27%-281.6pp | 294.80%-190.1pp | 561.95%-457.3pp |
| Employer contribution / active EE | $470 | $4,567-89.7% | $3,950-88.1% | $4,661-89.9% |
| Participant deferral / active EE | $5,875 | $6,958-15.6% | $6,276-6.4% | $6,689-12.2% |
| Admin fee / account holder | $565 | $12,016-95.3% | $10,362-94.5% | $13,398-95.8% |