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 | $417,663 | $212,386+96.7% | $199,883+109.0% | $138,895+200.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 17.84% | 47.75%-29.9pp | 43.81%-26.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $6,530 | $6,625-1.4% | $6,261+4.3% | $4,194+55.7% |
| Participant deferral / active EE | $12,260 | $9,617+27.5% | $9,138+34.2% | $6,396+91.7% |
| Admin fee / account holder | $2,305 | $18,233-87.4% | $17,268-86.7% | $12,562-81.7% |