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 | $261,843 | $172,111+52.1% | $150,298+74.2% | $137,256+90.8% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 20.08% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,178 | $4,636-31.4% | $4,154-23.5% | $4,156-23.5% |
| Participant deferral / active EE | $7,752 | $6,166+25.7% | $5,453+42.2% | $6,407+21.0% |
| Admin fee / account holder | $2,851 | $16,471-82.7% | $14,116-79.8% | $12,270-76.8% |