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 | $348,239 | $174,379+99.7% | $152,093+129.0% | $138,895+150.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 13.81% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,768 | $4,652-40.5% | $4,175-33.7% | $4,194-34.0% |
| Participant deferral / active EE | $7,510 | $6,159+21.9% | $5,451+37.8% | $6,396+17.4% |
| Admin fee / account holder | $20,658 | $16,880+22.4% | $14,497+42.5% | $12,562+64.4% |