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 | $252,388 | $172,111+46.6% | $150,298+67.9% | $137,256+83.9% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 22.01% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,466 | $4,636-3.7% | $4,154+7.5% | $4,156+7.5% |
| Participant deferral / active EE | $9,002 | $6,166+46.0% | $5,453+65.1% | $6,407+40.5% |
| Admin fee / account holder | $2,494 | $16,471-84.9% | $14,116-82.3% | $12,270-79.7% |