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 | $388,688 | $136,860+184.0% | $120,344+223.0% | $154,746+151.2% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 14.67% | 21.38%-6.7pp | 20.30%-5.6pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,956 | $3,533+12.0% | $3,020+31.0% | $4,379-9.7% |
| Participant deferral / active EE | $6,906 | $5,793+19.2% | $5,135+34.5% | $6,730+2.6% |
| Admin fee / account holder | $1,853 | $15,393-88.0% | $12,742-85.5% | $14,365-87.1% |