Sign up free to preview peer percentile detail
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 | $262,706 | $185,312+41.8% | $161,489+62.7% | $154,746+69.8% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 16.00% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,727 | $4,769-63.8% | $4,268-59.5% | $4,379-60.6% |
| Participant deferral / active EE | $3,651 | $6,350-42.5% | $5,630-35.1% | $6,730-45.7% |
| Admin fee / account holder | $2,030 | $18,654-89.1% | $16,006-87.3% | $14,365-85.9% |