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 | $363,770 | $154,228+135.9% | $145,433+150.1% | $137,256+165.0% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 15.28% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,609 | $4,804-66.5% | $4,554-64.7% | $4,156-61.3% |
| Participant deferral / active EE | $13,297 | $8,216+61.8% | $7,897+68.4% | $6,407+107.5% |
| Admin fee / account holder | $609 | $14,344-95.8% | $13,129-95.4% | $12,270-95.0% |