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 | $250,132 | $100,970+147.7% | $96,576+159.0% | $137,256+82.2% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 17.62% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $15,375 | $3,809+303.6% | $3,553+332.7% | $4,156+269.9% |
| Participant deferral / active EE | $18,415 | $8,286+122.2% | $7,956+131.4% | $6,407+187.4% |
| Admin fee / account holder | $1,040 | $11,312-90.8% | $11,381-90.9% | $12,270-91.5% |