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 | $383,382 | $108,825+252.3% | $156,181+145.5% | $82,448+365.0% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 15.82% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $16,596 | $2,870+478.3% | $4,294+286.5% | $2,551+550.6% |
| Participant deferral / active EE | $6,218 | $4,577+35.8% | $6,132+1.4% | $4,139+50.2% |
| Admin fee / account holder | $3,302 | $9,341-64.6% | $14,586-77.4% | $7,234-54.4% |