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.
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 | $371,086 | $162,136+128.9% | $152,301+143.7% | $154,746+139.8% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 18.52% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $8,434 | $4,890+72.5% | $4,624+82.4% | $4,379+92.6% |
| Participant deferral / active EE | $11,765 | $8,341+41.1% | $8,004+47.0% | $6,730+74.8% |
| Admin fee / account holder | $24,759 | $15,759+57.1% | $14,398+72.0% | $14,365+72.4% |