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 | $280,609 | $156,398+79.4% | $147,318+90.5% | $138,895+102.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 16.07% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,351 | $4,853-72.2% | $4,593-70.6% | $4,194-67.8% |
| Participant deferral / active EE | $8,453 | $8,237+2.6% | $7,906+6.9% | $6,396+32.2% |
| Admin fee / account holder | $2,665 | $14,976-82.2% | $13,708-80.6% | $12,562-78.8% |