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 | $303,927 | $174,379+74.3% | $152,093+99.8% | $138,895+118.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.81% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $5,970 | $4,652+28.3% | $4,175+43.0% | $4,194+42.3% |
| Participant deferral / active EE | $10,201 | $6,159+65.6% | $5,451+87.1% | $6,396+59.5% |
| Admin fee / account holder | $4,285 | $16,880-74.6% | $14,497-70.4% | $12,562-65.9% |