Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $258,662 | $181,062+42.9% | $158,223+63.5% | $155,188+66.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 18.70% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,775 | $4,565-39.2% | $4,109-32.5% | $4,248-34.7% |
| Participant deferral / active EE | $11,416 | $6,134+86.1% | $5,467+108.8% | $6,531+74.8% |
| Admin fee / account holder | $609 | $18,825-96.8% | $16,047-96.2% | $14,480-95.8% |