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 | $261,304 | $132,099+97.8% | $115,599+126.0% | $138,895+88.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.3%+9.1pp | 79.9%+3.4pp |
| Annual return | 16.10% | 176.76%-160.7pp | 111.10%-95.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,603 | $3,416-53.1% | $2,955-45.8% | $4,194-61.8% |
| Participant deferral / active EE | $4,897 | $5,617-12.8% | $4,889+0.1% | $6,396-23.4% |
| Admin fee / account holder | $5,565 | $15,650-64.4% | $12,841-56.7% | $12,562-55.7% |