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 | $312,029 | $154,228+102.3% | $145,433+114.6% | $137,256+127.3% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 19.95% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,172 | $4,804-13.2% | $4,554-8.4% | $4,156+0.4% |
| Participant deferral / active EE | $10,440 | $8,216+27.1% | $7,897+32.2% | $6,407+63.0% |
| Admin fee / account holder | $1,375 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |