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 | $281,437 | $132,634+112.2% | $115,768+143.1% | $137,256+105.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 19.75% | 160.70%-141.0pp | 100.46%-80.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,029 | $3,360-39.6% | $2,940-31.0% | $4,156-51.2% |
| Participant deferral / active EE | $11,725 | $5,619+108.7% | $4,917+138.5% | $6,407+83.0% |
| Admin fee / account holder | $2,150 | $15,028-85.7% | $12,439-82.7% | $12,270-82.5% |