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 | $252,796 | $110,212+129.4% | $96,534+161.9% | $139,466+81.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 15.13% | 26.42%-11.3pp | 25.88%-10.8pp | 373.66%-358.5pp |
| Employer contribution / active EE | $10,233 | $3,620+182.7% | $2,965+245.1% | $4,754+115.3% |
| Participant deferral / active EE | $5,525 | $5,547-0.4% | $4,851+13.9% | $6,712-17.7% |
| Admin fee / account holder | $9,198 | $11,599-20.7% | $8,253+11.4% | $11,409-19.4% |