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 | $333,726 | $289,211+15.4% | $260,467+28.1% | $198,609+68.0% |
| Participation rate | 88.9% | 83.1%+5.8pp | 80.5%+8.4pp | 82.4%+6.5pp |
| Annual return | 12.30% | 112.90%-100.6pp | 100.60%-88.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,455 | $4,663-47.4% | $4,239-42.1% | $5,055-51.4% |
| Participant deferral / active EE | $7,881 | $6,812+15.7% | $6,319+24.7% | $6,977+13.0% |
| Admin fee / account holder | $3,289 | $16,236-79.7% | $15,461-78.7% | $19,030-82.7% |