Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $322,904 | $154,228+109.4% | $145,433+122.0% | $137,256+135.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.85% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,270 | $4,804+9.7% | $4,554+15.7% | $4,156+26.8% |
| Participant deferral / active EE | $16,481 | $8,216+100.6% | $7,897+108.7% | $6,407+157.2% |
| Admin fee / account holder | $14,177 | $14,344-1.2% | $13,129+8.0% | $12,270+15.5% |