Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $298,613 | $154,228+93.6% | $145,433+105.3% | $137,256+117.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.64% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $11,110 | $4,804+131.3% | $4,554+143.9% | $4,156+167.3% |
| Participant deferral / active EE | $12,485 | $8,216+52.0% | $7,897+58.1% | $6,407+94.9% |
| Admin fee / account holder | $2,930 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |