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 | $278,046 | $185,312+50.0% | $161,489+72.2% | $154,746+79.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 17.54% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $4,002 | $4,769-16.1% | $4,268-6.2% | $4,379-8.6% |
| Participant deferral / active EE | $9,283 | $6,350+46.2% | $5,630+64.9% | $6,730+37.9% |
| Admin fee / account holder | $2,502 | $18,654-86.6% | $16,006-84.4% | $14,365-82.6% |