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 | $284,049 | $155,555+82.6% | $146,866+93.4% | $155,188+83.0% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 14.81% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,303 | $4,647-50.4% | $4,425-48.0% | $4,248-45.8% |
| Participant deferral / active EE | $8,864 | $8,044+10.2% | $7,759+14.2% | $6,531+35.7% |
| Admin fee / account holder | $3,193 | $14,755-78.4% | $13,620-76.6% | $14,480-77.9% |