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 | $409,126 | $154,228+165.3% | $145,433+181.3% | $137,256+198.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.48% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $13,889 | $4,804+189.1% | $4,554+204.9% | $4,156+234.2% |
| Participant deferral / active EE | $13,536 | $8,216+64.7% | $7,897+71.4% | $6,407+111.3% |
| Admin fee / account holder | $60,500 | $14,344+321.8% | $13,129+360.8% | $12,270+393.1% |