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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 | $360,628 | $154,228+133.8% | $145,433+148.0% | $137,256+162.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 27.33% | 74.59%-47.3pp | 66.58%-39.2pp | 220.34%-193.0pp |
| Employer contribution / active EE | $3,387 | $4,804-29.5% | $4,554-25.6% | $4,156-18.5% |
| Participant deferral / active EE | $13,234 | $8,216+61.1% | $7,897+67.6% | $6,407+106.6% |
| Admin fee / account holder | $17,348 | $14,344+20.9% | $13,129+32.1% | $12,270+41.4% |