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 | $261,699 | $172,111+52.1% | $150,298+74.1% | $137,256+90.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.56% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,750 | $4,636-62.3% | $4,154-57.9% | $4,156-57.9% |
| Participant deferral / active EE | $3,817 | $6,166-38.1% | $5,453-30.0% | $6,407-40.4% |
| Admin fee / account holder | $2,916 | $16,471-82.3% | $14,116-79.3% | $12,270-76.2% |