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 | $279,560 | $125,184+123.3% | $105,607+164.7% | $145,884+91.6% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 11.47% | 225.00%-213.5pp | 116.11%-104.6pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,283 | $3,720-11.7% | $3,167+3.7% | $4,662-29.6% |
| Participant deferral / active EE | $6,934 | $5,714+21.4% | $5,011+38.4% | $6,690+3.7% |
| Admin fee / account holder | $10,858 | $17,133-36.6% | $10,958-0.9% | $13,392-18.9% |