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 | $252,805 | $184,014+37.4% | $161,149+56.9% | $138,895+82.0% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.8%-5.5pp | 79.9%-6.6pp |
| Annual return | 15.48% | 21.52%-6.0pp | 21.16%-5.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $5,780 | $5,055+14.3% | $4,360+32.6% | $4,194+37.8% |
| Participant deferral / active EE | $10,537 | $6,909+52.5% | $6,153+71.2% | $6,396+64.7% |
| Admin fee / account holder | $4,537 | $18,027-74.8% | $15,194-70.1% | $12,562-63.9% |