Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $251,353 | $178,174+41.1% | $156,181+60.9% | $137,256+83.1% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 16.60% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,781 | $4,972-23.9% | $4,294-11.9% | $4,156-9.0% |
| Participant deferral / active EE | $8,685 | $6,888+26.1% | $6,132+41.6% | $6,407+35.6% |
| Admin fee / account holder | $1,193 | $17,404-93.1% | $14,586-91.8% | $12,270-90.3% |