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.)
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 | $301,655 | $114,013+164.6% | $103,693+190.9% | $155,188+94.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.94% | 49.31%-41.4pp | 47.61%-39.7pp | 148.84%-140.9pp |
| Employer contribution / active EE | $8,739 | $3,131+179.1% | $2,920+199.3% | $4,248+105.7% |
| Participant deferral / active EE | $728 | $4,970-85.4% | $4,579-84.1% | $6,531-88.9% |
| Admin fee / account holder | $3,593 | $8,407-57.3% | $7,858-54.3% | $14,480-75.2% |