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 | $253,802 | $212,386+19.5% | $199,883+27.0% | $138,895+82.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.37% | 47.75%-25.4pp | 43.81%-21.4pp | 145.39%-123.0pp |
| Employer contribution / active EE | $5,885 | $6,625-11.2% | $6,261-6.0% | $4,194+40.3% |
| Participant deferral / active EE | $11,731 | $9,617+22.0% | $9,138+28.4% | $6,396+83.4% |
| Admin fee / account holder | $10,763 | $18,233-41.0% | $17,268-37.7% | $12,562-14.3% |