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 | $294,617 | $103,008+186.0% | $90,304+226.3% | $152,897+92.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 26.60% | 95.22%-68.6pp | 78.13%-51.5pp | 345.43%-318.8pp |
| Employer contribution / active EE | $2,102 | $3,139-33.0% | $2,855-26.4% | $4,764-55.9% |
| Participant deferral / active EE | $5,317 | $4,281+24.2% | $3,885+36.8% | $5,851-9.1% |
| Admin fee / account holder | $479 | $6,175-92.2% | $5,354-91.1% | $11,599-95.9% |