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 | $277,135 | $155,555+78.2% | $146,866+88.7% | $155,188+78.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 13.64% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $3,348 | $4,647-28.0% | $4,425-24.3% | $4,248-21.2% |
| Participant deferral / active EE | $9,198 | $8,044+14.3% | $7,759+18.5% | $6,531+40.8% |
| Admin fee / account holder | $1,104 | $14,755-92.5% | $13,620-91.9% | $14,480-92.4% |