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 | $421,454 | $223,823+88.3% | $211,142+99.6% | $154,746+172.4% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 18.91% | 50.39%-31.5pp | 46.84%-27.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $11,044 | $6,787+62.7% | $6,442+71.4% | $4,379+152.2% |
| Participant deferral / active EE | $6,907 | $9,750-29.2% | $9,284-25.6% | $6,730+2.6% |
| Admin fee / account holder | $5,276 | $19,707-73.2% | $19,076-72.3% | $14,365-63.3% |