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 | $422,298 | $124,425+239.4% | $112,040+276.9% | $137,256+207.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 12.67% | 24.72%-12.0pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,388 | $3,411-30.0% | $2,954-19.2% | $4,156-42.6% |
| Participant deferral / active EE | $8,819 | $5,718+54.2% | $5,098+73.0% | $6,407+37.6% |
| Admin fee / account holder | $1,823 | $15,207-88.0% | $12,098-84.9% | $12,270-85.1% |