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 | $369,553 | $162,136+127.9% | $152,301+142.6% | $154,746+138.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.36% | 91.02%-75.7pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,201 | $4,890-55.0% | $4,624-52.4% | $4,379-49.7% |
| Participant deferral / active EE | $11,218 | $8,341+34.5% | $8,004+40.2% | $6,730+66.7% |
| Admin fee / account holder | $11,333 | $15,759-28.1% | $14,398-21.3% | $14,365-21.1% |