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 | $306,126 | $239,571+27.8% | $183,328+67.0% | $137,256+123.0% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 80.0%-10.0pp |
| Annual return | 12.43% | 35.69%-23.3pp | 29.67%-17.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,730 | $6,148-71.9% | $5,055-65.8% | $4,156-58.4% |
| Participant deferral / active EE | $9,521 | $7,995+19.1% | $6,795+40.1% | $6,407+48.6% |
| Admin fee / account holder | $1,299 | $30,059-95.7% | $21,427-93.9% | $12,270-89.4% |