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 | $313,089 | $185,312+69.0% | $161,489+93.9% | $154,746+102.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 20.71% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $14,138 | $4,769+196.4% | $4,268+231.2% | $4,379+222.8% |
| Participant deferral / active EE | $10,061 | $6,350+58.4% | $5,630+78.7% | $6,730+49.5% |
| Admin fee / account holder | $463 | $18,654-97.5% | $16,006-97.1% | $14,365-96.8% |