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 | $512,726 | $226,105+126.8% | $182,540+180.9% | $152,897+235.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.94% | 192.58%-174.6pp | 148.58%-130.6pp | 345.43%-327.5pp |
| Employer contribution / active EE | $19,120 | $4,978+284.1% | $4,076+369.1% | $4,764+301.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,378 | $10,706+90.3% | $8,593+137.1% | $11,599+75.7% |