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 | $336,581 | $97,125+246.5% | $86,233+290.3% | $137,256+145.2% |
| Participation rate | 82.4% | 74.2%+8.2pp | 69.0%+13.3pp | 80.0%+2.4pp |
| Annual return | 17.63% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,842 | $2,841+35.2% | $2,504+53.4% | $4,156-7.6% |
| Participant deferral / active EE | $12,060 | $5,180+132.8% | $4,559+164.5% | $6,407+88.2% |
| Admin fee / account holder | $9,119 | $9,725-6.2% | $8,342+9.3% | $12,270-25.7% |