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 | $397,054 | $108,882+264.7% | $96,754+310.4% | $154,746+156.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 12.98% | 98.39%-85.4pp | 82.04%-69.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $17,143 | $3,018+468.0% | $2,679+539.9% | $4,379+291.5% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $451 | $10,200-95.6% | $8,905-94.9% | $14,365-96.9% |