Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $261,311 | $227,291+15.0% | $214,702+21.7% | $155,188+68.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 17.28% | 60.08%-42.8pp | 54.55%-37.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $4,225 | $6,772-37.6% | $6,461-34.6% | $4,248-0.5% |
| Participant deferral / active EE | $17,481 | $9,582+82.4% | $9,147+91.1% | $6,531+167.7% |
| Admin fee / account holder | $5,654 | $20,413-72.3% | $19,830-71.5% | $14,480-61.0% |