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 | $156,398+177.3% | $147,318+194.4% | $138,895+212.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 13.15% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $10,744 | $4,853+121.4% | $4,593+133.9% | $4,194+156.2% |
| Participant deferral / active EE | $9,214 | $8,237+11.9% | $7,906+16.5% | $6,396+44.1% |
| Admin fee / account holder | $4,340 | $14,976-71.0% | $13,708-68.3% | $12,562-65.5% |