Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $431,993 | $154,228+180.1% | $145,433+197.0% | $137,256+214.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,255 | $4,804-32.3% | $4,554-28.5% | $4,156-21.7% |
| Participant deferral / active EE | $15,187 | $8,216+84.8% | $7,897+92.3% | $6,407+137.0% |
| Admin fee / account holder | $1,101 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |