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 | $285,260 | $185,312+53.9% | $161,489+76.6% | $154,746+84.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 15.57% | 103.84%-88.3pp | 89.72%-74.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,344 | $4,769-50.8% | $4,268-45.1% | $4,379-46.5% |
| Participant deferral / active EE | $10,045 | $6,350+58.2% | $5,630+78.4% | $6,730+49.2% |
| Admin fee / account holder | $733 | $18,654-96.1% | $16,006-95.4% | $14,365-94.9% |