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 | $366,192 | $162,136+125.9% | $152,301+140.4% | $154,746+136.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 14.40% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $7,839 | $4,890+60.3% | $4,624+69.5% | $4,379+79.0% |
| Participant deferral / active EE | $17,521 | $8,341+110.1% | $8,004+118.9% | $6,730+160.3% |
| Admin fee / account holder | $9,095 | $15,759-42.3% | $14,398-36.8% | $14,365-36.7% |