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 | $281,249 | $154,228+82.4% | $145,433+93.4% | $137,256+104.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.75% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,484 | $4,804-69.1% | $4,554-67.4% | $4,156-64.3% |
| Participant deferral / active EE | $4,960 | $8,216-39.6% | $7,897-37.2% | $6,407-22.6% |
| Admin fee / account holder | $4,973 | $14,344-65.3% | $13,129-62.1% | $12,270-59.5% |