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 | $266,035 | $99,875+166.4% | $146,866+81.1% | $86,983+205.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 3.45% | 28.10%-24.7pp | 102.85%-99.4pp | 25.83%-22.4pp |
| Employer contribution / active EE | $6,000 | $3,224+86.1% | $4,425+35.6% | $2,584+132.2% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,203 | $7,838-33.6% | $13,620-61.8% | $7,856-33.8% |