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 | $318,549 | $107,809+195.5% | $97,032+228.3% | $155,188+105.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 16.27% | 38.06%-21.8pp | 35.38%-19.1pp | 148.84%-132.6pp |
| Employer contribution / active EE | $5,617 | $2,911+93.0% | $2,629+113.7% | $4,248+32.2% |
| Participant deferral / active EE | $17,438 | $5,129+240.0% | $4,672+273.2% | $6,531+167.0% |
| Admin fee / account holder | $5,740 | $10,717-46.4% | $9,418-39.1% | $14,480-60.4% |