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 | $264,282 | $172,111+53.6% | $150,298+75.8% | $137,256+92.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 11.83% | 69.37%-57.5pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $10,958 | $4,636+136.4% | $4,154+163.8% | $4,156+163.7% |
| Participant deferral / active EE | $11,180 | $6,166+81.3% | $5,453+105.0% | $6,407+74.5% |
| Admin fee / account holder | $4,409 | $16,471-73.2% | $14,116-68.8% | $12,270-64.1% |