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 | $267,695 | $209,336+27.9% | $197,124+35.8% | $137,256+95.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.93% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,545 | $6,591-61.4% | $6,227-59.1% | $4,156-38.8% |
| Participant deferral / active EE | $8,449 | $9,614-12.1% | $9,135-7.5% | $6,407+31.9% |
| Admin fee / account holder | $3,836 | $17,308-77.8% | $16,298-76.5% | $12,270-68.7% |