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 | $363,942 | $157,296+131.4% | $141,191+157.8% | $152,897+138.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 23.76% | 64.34%-40.6pp | 71.41%-47.6pp | 345.43%-321.7pp |
| Employer contribution / active EE | $13,226 | $5,262+151.3% | $4,736+179.3% | $4,764+177.7% |
| Participant deferral / active EE | $6,040 | $7,111-15.1% | $6,710-10.0% | $5,851+3.2% |
| Admin fee / account holder | $18,586 | $12,125+53.3% | $10,264+81.1% | $11,599+60.2% |