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 | $359,100 | $183,592+95.6% | $155,567+130.8% | $145,959+146.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.08% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,604 | $5,315-32.2% | $4,674-22.9% | $4,661-22.7% |
| Participant deferral / active EE | $10,244 | $6,464+58.5% | $5,628+82.0% | $6,689+53.2% |
| Admin fee / account holder | $2,607 | $19,318-86.5% | $15,916-83.6% | $13,398-80.5% |