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 | $366,571 | $212,386+72.6% | $199,883+83.4% | $138,895+163.9% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.8%+5.5pp | 79.9%+12.4pp |
| Annual return | 14.77% | 47.75%-33.0pp | 43.81%-29.0pp | 145.39%-130.6pp |
| Employer contribution / active EE | $12,093 | $6,625+82.5% | $6,261+93.1% | $4,194+188.3% |
| Participant deferral / active EE | $10,936 | $9,617+13.7% | $9,138+19.7% | $6,396+71.0% |
| Admin fee / account holder | $8,105 | $18,233-55.5% | $17,268-53.1% | $12,562-35.5% |