Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $395,159 | $185,312+113.2% | $161,489+144.7% | $154,746+155.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 12.95% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,218 | $4,769-53.5% | $4,268-48.0% | $4,379-49.3% |
| Participant deferral / active EE | $4,700 | $6,350-26.0% | $5,630-16.5% | $6,730-30.2% |
| Admin fee / account holder | $18,912 | $18,654+1.4% | $16,006+18.2% | $14,365+31.7% |