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 | $360,125 | $172,111+109.2% | $150,298+139.6% | $137,256+162.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.39% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $18,143 | $4,636+291.3% | $4,154+336.7% | $4,156+336.5% |
| Participant deferral / active EE | $11,439 | $6,166+85.5% | $5,453+109.8% | $6,407+78.5% |
| Admin fee / account holder | $2,163 | $16,471-86.9% | $14,116-84.7% | $12,270-82.4% |