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 | $254,258 | $154,228+64.9% | $145,433+74.8% | $137,256+85.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 19.09% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $10,673 | $4,804+122.2% | $4,554+134.3% | $4,156+156.8% |
| Participant deferral / active EE | $13,748 | $8,216+67.3% | $7,897+74.1% | $6,407+114.6% |
| Admin fee / account holder | $1,471 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |