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 | $271,053 | $175,231+54.7% | $149,696+81.1% | $139,466+94.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 14.58% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $4,203 | $5,478-23.3% | $4,821-12.8% | $4,754-11.6% |
| Participant deferral / active EE | $8,261 | $6,521+26.7% | $5,682+45.4% | $6,712+23.1% |
| Admin fee / account holder | $4,861 | $16,155-69.9% | $13,212-63.2% | $11,409-57.4% |