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 | $172,111+65.7% | $150,298+89.8% | $137,256+107.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,344 | $4,636-49.4% | $4,154-43.6% | $4,156-43.6% |
| Participant deferral / active EE | $10,045 | $6,166+62.9% | $5,453+84.2% | $6,407+56.8% |
| Admin fee / account holder | $733 | $16,471-95.6% | $14,116-94.8% | $12,270-94.0% |