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 | $500,692 | $176,688+183.4% | $130,660+283.2% | $152,870+227.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 8.14% | 2692.66%-2684.5pp | 1709.13%-1701.0pp | 345.34%-337.2pp |
| Employer contribution / active EE | $50,063 | $5,743+771.7% | $4,092+1123.4% | $4,763+951.1% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,673 | $7,131-62.5% | $5,463-51.1% | $11,597-77.0% |