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 | $298,315 | $174,379+71.1% | $152,093+96.1% | $138,895+114.8% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 11.84% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,650 | $4,652-43.0% | $4,175-36.5% | $4,194-36.8% |
| Participant deferral / active EE | $8,234 | $6,159+33.7% | $5,451+51.0% | $6,396+28.7% |
| Admin fee / account holder | $2,792 | $16,880-83.5% | $14,497-80.7% | $12,562-77.8% |