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 | $336,014 | $162,136+107.2% | $152,301+120.6% | $154,746+117.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.48% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $16,084 | $4,890+228.9% | $4,624+247.8% | $4,379+267.3% |
| Participant deferral / active EE | $9,511 | $8,341+14.0% | $8,004+18.8% | $6,730+41.3% |
| Admin fee / account holder | $25,214 | $15,759+60.0% | $14,398+75.1% | $14,365+75.5% |