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 | $409,332 | $155,555+163.1% | $146,866+178.7% | $155,188+163.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 17.03% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $17,916 | $4,647+285.6% | $4,425+304.9% | $4,248+321.8% |
| Participant deferral / active EE | $14,823 | $8,044+84.3% | $7,759+91.0% | $6,531+127.0% |
| Admin fee / account holder | $3,453 | $14,755-76.6% | $13,620-74.6% | $14,480-76.2% |