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 | $359,055 | $114,119+214.6% | $107,187+235.0% | $138,895+158.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 18.51% | 273.21%-254.7pp | 204.55%-186.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,235 | $4,059+4.3% | $3,782+12.0% | $4,194+1.0% |
| Participant deferral / active EE | $14,603 | $5,538+163.7% | $5,096+186.6% | $6,396+128.3% |
| Admin fee / account holder | $49,355 | $10,024+392.4% | $9,162+438.7% | $12,562+292.9% |