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 | $357,343 | $172,111+107.6% | $150,298+137.8% | $137,256+160.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 12.88% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,983 | $4,636-35.7% | $4,154-28.2% | $4,156-28.2% |
| Participant deferral / active EE | $9,602 | $6,166+55.7% | $5,453+76.1% | $6,407+49.9% |
| Admin fee / account holder | $2,009 | $16,471-87.8% | $14,116-85.8% | $12,270-83.6% |