Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $384,528 | $162,136+137.2% | $152,301+152.5% | $154,746+148.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.73% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,190 | $4,890-14.3% | $4,624-9.4% | $4,379-4.3% |
| Participant deferral / active EE | $12,756 | $8,341+52.9% | $8,004+59.4% | $6,730+89.5% |
| Admin fee / account holder | $693 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |