Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $251,701 | $172,111+46.2% | $150,298+67.5% | $137,256+83.4% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 15.40% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $21,378 | $4,636+361.1% | $4,154+414.6% | $4,156+414.4% |
| Participant deferral / active EE | $19,434 | $6,166+215.2% | $5,453+256.4% | $6,407+203.3% |
| Admin fee / account holder | $21,595 | $16,471+31.1% | $14,116+53.0% | $12,270+76.0% |