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 | $354,645 | $154,228+129.9% | $145,433+143.9% | $137,256+158.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.59% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,976 | $4,804-38.1% | $4,554-34.7% | $4,156-28.4% |
| Participant deferral / active EE | $13,961 | $8,216+69.9% | $7,897+76.8% | $6,407+117.9% |
| Admin fee / account holder | $29,493 | $14,344+105.6% | $13,129+124.6% | $12,270+140.4% |