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 | $256,219 | $157,276+62.9% | $141,177+81.5% | $152,885+67.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.5%-5.5pp |
| Annual return | 22.21% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $9,903 | $5,262+88.2% | $4,736+109.1% | $4,763+107.9% |
| Participant deferral / active EE | $2,852 | $7,110-59.9% | $6,710-57.5% | $5,851-51.2% |
| Admin fee / account holder | $1,235 | $12,123-89.8% | $10,263-88.0% | $11,598-89.4% |