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 | $374,203 | $156,398+139.3% | $147,318+154.0% | $138,895+169.4% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 16.64% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,031 | $4,853-58.1% | $4,593-55.8% | $4,194-51.6% |
| Participant deferral / active EE | $6,845 | $8,237-16.9% | $7,906-13.4% | $6,396+7.0% |
| Admin fee / account holder | $7,175 | $14,976-52.1% | $13,708-47.7% | $12,562-42.9% |