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 | $344,779 | $201,264+71.3% | $184,185+87.2% | $145,978+136.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.72% | 29.00%-10.3pp | 28.81%-10.1pp | 550.52%-531.8pp |
| Employer contribution / active EE | $5,706 | $7,021-18.7% | $6,426-11.2% | $4,662+22.4% |
| Participant deferral / active EE | $10,799 | $9,806+10.1% | $9,132+18.3% | $6,690+61.4% |
| Admin fee / account holder | $4,652 | $16,376-71.6% | $13,909-66.6% | $13,400-65.3% |