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 | $416,134 | $185,312+124.6% | $161,489+157.7% | $154,746+168.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 15.10% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,151 | $4,769-33.9% | $4,268-26.2% | $4,379-28.0% |
| Participant deferral / active EE | $5,449 | $6,350-14.2% | $5,630-3.2% | $6,730-19.0% |
| Admin fee / account holder | $1,886 | $18,654-89.9% | $16,006-88.2% | $14,365-86.9% |