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 | $276,820 | $156,398+77.0% | $147,318+87.9% | $138,895+99.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.51% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $6,033 | $4,853+24.3% | $4,593+31.4% | $4,194+43.8% |
| Participant deferral / active EE | $19,493 | $8,237+136.6% | $7,906+146.5% | $6,396+204.8% |
| Admin fee / account holder | $16,667 | $14,976+11.3% | $13,708+21.6% | $12,562+32.7% |