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 | $374,337 | $156,398+139.3% | $147,318+154.1% | $138,895+169.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 12.35% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $8,417 | $4,853+73.4% | $4,593+83.3% | $4,194+100.7% |
| Participant deferral / active EE | $2,902 | $8,237-64.8% | $7,906-63.3% | $6,396-54.6% |
| Admin fee / account holder | $7,418 | $14,976-50.5% | $13,708-45.9% | $12,562-41.0% |