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 | $264,606 | $135,956+94.6% | $123,894+113.6% | $273,972-3.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.42% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,338 | $5,170-35.4% | $4,617-27.7% | $4,869-31.4% |
| Participant deferral / active EE | $10,979 | $6,343+73.1% | $5,984+83.5% | $5,287+107.7% |
| Admin fee / account holder | $2,107 | $9,817-78.5% | $8,357-74.8% | $10,133-79.2% |