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 | $392,755 | $124,980+214.3% | $108,359+262.5% | $154,746+153.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 15.05% | 45.00%-29.9pp | 36.89%-21.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,920 | $2,851+2.4% | $2,399+21.7% | $4,379-33.3% |
| Participant deferral / active EE | $4,939 | $4,743+4.1% | $4,137+19.4% | $6,730-26.6% |
| Admin fee / account holder | $6,567 | $11,502-42.9% | $9,741-32.6% | $14,365-54.3% |