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 | $337,497 | $156,398+115.8% | $147,318+129.1% | $138,895+143.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.12% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,294 | $4,853-32.1% | $4,593-28.3% | $4,194-21.5% |
| Participant deferral / active EE | $15,830 | $8,237+92.2% | $7,906+100.2% | $6,396+147.5% |
| Admin fee / account holder | $28,090 | $14,976+87.6% | $13,708+104.9% | $12,562+123.6% |