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 | $412,430 | $156,398+163.7% | $147,318+180.0% | $138,895+196.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 15.06% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,587 | $4,853-46.7% | $4,593-43.7% | $4,194-38.3% |
| Participant deferral / active EE | $7,989 | $8,237-3.0% | $7,906+1.0% | $6,396+24.9% |
| Admin fee / account holder | $15,948 | $14,976+6.5% | $13,708+16.3% | $12,562+27.0% |