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 | $382,461 | $201,372+89.9% | $184,260+107.6% | $145,884+162.2% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 13.60% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $26,986 | $7,024+284.2% | $6,427+319.8% | $4,662+478.8% |
| Participant deferral / active EE | $15,493 | $9,808+58.0% | $9,133+69.6% | $6,690+131.6% |
| Admin fee / account holder | $2,056 | $16,362-87.4% | $13,898-85.2% | $13,392-84.6% |