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 | $363,255 | $185,883+95.4% | $170,043+113.6% | $139,466+160.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.97% | 60.54%-51.6pp | 53.40%-44.4pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,717 | $7,596-77.4% | $6,790-74.7% | $4,754-63.9% |
| Participant deferral / active EE | $2,767 | $11,626-76.2% | $10,410-73.4% | $6,712-58.8% |
| Admin fee / account holder | $1,258 | $15,393-91.8% | $12,824-90.2% | $11,409-89.0% |