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 | $467,331 | $201,264+132.2% | $184,185+153.7% | $145,978+220.1% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 14.12% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,885 | $7,021-44.7% | $6,426-39.5% | $4,662-16.7% |
| Participant deferral / active EE | $8,745 | $9,806-10.8% | $9,132-4.2% | $6,690+30.7% |
| Admin fee / account holder | $2,963 | $16,376-81.9% | $13,909-78.7% | $13,400-77.9% |