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 | $441,962 | $181,062+144.1% | $158,223+179.3% | $155,188+184.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 16.24% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $14,390 | $4,565+215.2% | $4,109+250.2% | $4,248+238.8% |
| Participant deferral / active EE | $7,793 | $6,134+27.0% | $5,467+42.6% | $6,531+19.3% |
| Admin fee / account holder | $12,531 | $18,825-33.4% | $16,047-21.9% | $14,480-13.5% |