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 | $411,972 | $183,516+124.5% | $155,534+164.9% | $145,884+182.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.08% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,052 | $5,315-80.2% | $4,675-77.5% | $4,662-77.4% |
| Participant deferral / active EE | $1,900 | $6,467-70.6% | $5,630-66.3% | $6,690-71.6% |
| Admin fee / account holder | $1,271 | $19,293-93.4% | $15,900-92.0% | $13,392-90.5% |