Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $308,231 | $115,780+166.2% | $101,255+204.4% | $158,931+93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.37% | 56.14%-56.5pp | 46.48%-46.8pp | 302.86%-303.2pp |
| Employer contribution / active EE | $2,353 | $4,175-43.7% | $3,660-35.7% | $4,761-50.6% |
| Participant deferral / active EE | $111 | $4,958-97.8% | $4,370-97.5% | $5,982-98.1% |
| Admin fee / account holder | $2,366 | $7,246-67.3% | $5,946-60.2% | $11,247-79.0% |