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 | $154,228+167.4% | $145,433+183.6% | $137,256+200.5% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,587 | $4,804-46.2% | $4,554-43.2% | $4,156-37.8% |
| Participant deferral / active EE | $7,989 | $8,216-2.8% | $7,897+1.2% | $6,407+24.7% |
| Admin fee / account holder | $15,948 | $14,344+11.2% | $13,129+21.5% | $12,270+30.0% |