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 | $364,127 | $154,228+136.1% | $145,433+150.4% | $137,256+165.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 21.82% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,307 | $4,804-31.2% | $4,554-27.4% | $4,156-20.4% |
| Participant deferral / active EE | $12,587 | $8,216+53.2% | $7,897+59.4% | $6,407+96.5% |
| Admin fee / account holder | $3,732 | $14,344-74.0% | $13,129-71.6% | $12,270-69.6% |