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 | $260,110 | $152,612+70.4% | $125,192+107.8% | $152,897+70.1% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.5%+10.4pp |
| Annual return | 21.37% | 54.85%-33.5pp | 43.79%-22.4pp | 345.43%-324.1pp |
| Employer contribution / active EE | $3,841 | $4,947-22.4% | $3,866-0.7% | $4,764-19.4% |
| Participant deferral / active EE | $9,009 | $5,868+53.5% | $4,937+82.5% | $5,851+54.0% |
| Admin fee / account holder | $5,884 | $13,437-56.2% | $9,704-39.4% | $11,599-49.3% |