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 | $296,283 | $201,370+47.1% | $184,256+60.8% | $145,897+103.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.33% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $6,561 | $7,024-6.6% | $6,427+2.1% | $4,663+40.7% |
| Participant deferral / active EE | $18,719 | $9,808+90.9% | $9,133+105.0% | $6,689+179.8% |
| Admin fee / account holder | $4,034 | $16,364-75.3% | $13,899-71.0% | $13,390-69.9% |