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 | $250,993 | $174,379+43.9% | $152,093+65.0% | $138,895+80.7% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 11.81% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $953 | $4,652-79.5% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $4,152 | $6,159-32.6% | $5,451-23.8% | $6,396-35.1% |
| Admin fee / account holder | $2,131 | $16,880-87.4% | $14,497-85.3% | $12,562-83.0% |