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 | $295,989 | $154,228+91.9% | $145,433+103.5% | $137,256+115.6% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 16.16% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,465 | $4,804+13.8% | $4,554+20.0% | $4,156+31.5% |
| Participant deferral / active EE | $11,644 | $8,216+41.7% | $7,897+47.4% | $6,407+81.7% |
| Admin fee / account holder | $1,709 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |