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 | $262,037 | $172,111+52.2% | $150,298+74.3% | $137,256+90.9% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,830 | $4,636-39.0% | $4,154-31.9% | $4,156-31.9% |
| Participant deferral / active EE | $8,100 | $6,166+31.4% | $5,453+48.6% | $6,407+26.4% |
| Admin fee / account holder | $1,656 | $16,471-89.9% | $14,116-88.3% | $12,270-86.5% |