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 | $433,674 | $154,228+181.2% | $145,433+198.2% | $137,256+216.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $10,744 | $4,804+123.6% | $4,554+135.9% | $4,156+158.5% |
| Participant deferral / active EE | $9,214 | $8,216+12.1% | $7,897+16.7% | $6,407+43.8% |
| Admin fee / account holder | $4,340 | $14,344-69.7% | $13,129-66.9% | $12,270-64.6% |