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 | $281,079 | $209,336+34.3% | $197,124+42.6% | $137,256+104.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.58% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,709 | $6,591-58.9% | $6,227-56.5% | $4,156-34.8% |
| Participant deferral / active EE | $5,714 | $9,614-40.6% | $9,135-37.4% | $6,407-10.8% |
| Admin fee / account holder | $8,483 | $17,308-51.0% | $16,298-48.0% | $12,270-30.9% |