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 | $306,215 | $227,399+34.7% | $189,758+61.4% | $198,609+54.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 16.44% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,879 | $5,526-66.0% | $4,767-60.6% | $5,055-62.8% |
| Participant deferral / active EE | $9,893 | $6,837+44.7% | $5,856+68.9% | $6,977+41.8% |
| Admin fee / account holder | $1,463 | $25,162-94.2% | $20,388-92.8% | $19,030-92.3% |