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 | $282,053 | $171,930+64.1% | $151,266+86.5% | $154,746+82.3% |
| Participation rate | 88.9% | 80.5%+8.3pp | 77.0%+11.9pp | 80.7%+8.2pp |
| Annual return | 18.35% | 242.03%-223.7pp | 180.60%-162.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,698 | $4,710-42.7% | $4,237-36.3% | $4,379-38.4% |
| Participant deferral / active EE | $11,283 | $8,191+37.8% | $7,337+53.8% | $6,730+67.6% |
| Admin fee / account holder | $1,960 | $15,803-87.6% | $13,159-85.1% | $14,365-86.4% |