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 | $280,221 | $172,111+62.8% | $150,298+86.4% | $137,256+104.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.74% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,888 | $4,636-59.3% | $4,154-54.5% | $4,156-54.6% |
| Participant deferral / active EE | $7,600 | $6,166+23.3% | $5,453+39.4% | $6,407+18.6% |
| Admin fee / account holder | $19,286 | $16,471+17.1% | $14,116+36.6% | $12,270+57.2% |