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 | $250,480 | $132,634+88.9% | $115,768+116.4% | $137,256+82.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 17.25% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,778 | $3,360+12.5% | $2,940+28.5% | $4,156-9.1% |
| Participant deferral / active EE | $11,170 | $5,619+98.8% | $4,917+127.2% | $6,407+74.3% |
| Admin fee / account holder | $5,690 | $15,028-62.1% | $12,439-54.3% | $12,270-53.6% |