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 | $273,589 | $157,304+73.9% | $141,197+93.8% | $152,909+78.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.03% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $4,041 | $5,263-23.2% | $4,736-14.7% | $4,764-15.2% |
| Participant deferral / active EE | $8,871 | $7,111+24.8% | $6,710+32.2% | $5,851+51.6% |
| Admin fee / account holder | $617 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |