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 | $271,976 | $148,629+83.0% | $135,982+100.0% | $139,487+95.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.61% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,043 | $5,247-61.1% | $4,859-57.9% | $4,755-57.0% |
| Participant deferral / active EE | $15,066 | $8,102+85.9% | $7,760+94.1% | $6,713+124.4% |
| Admin fee / account holder | $12,115 | $12,406-2.3% | $10,767+12.5% | $11,407+6.2% |