Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $251,074 | $175,259+43.3% | $149,723+67.7% | $139,487+80.0% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 16.40% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,795 | $5,478-30.7% | $4,821-21.3% | $4,755-20.2% |
| Participant deferral / active EE | $8,351 | $6,522+28.1% | $5,682+47.0% | $6,713+24.4% |
| Admin fee / account holder | $12,196 | $16,158-24.5% | $13,215-7.7% | $11,407+6.9% |