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 | $223,823+19.6% | $211,142+26.8% | $154,746+73.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.93% | 50.39%-38.5pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,545 | $6,787-62.5% | $6,442-60.5% | $4,379-41.9% |
| Participant deferral / active EE | $8,449 | $9,750-13.3% | $9,284-9.0% | $6,730+25.5% |
| Admin fee / account holder | $3,836 | $19,707-80.5% | $19,076-79.9% | $14,365-73.3% |