Sign up free to preview peer percentile detail
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 | $447,320 | $156,398+186.0% | $147,318+203.6% | $138,895+222.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.70% | 78.75%-63.1pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,393 | $4,853-30.1% | $4,593-26.1% | $4,194-19.1% |
| Participant deferral / active EE | $8,267 | $8,237+0.4% | $7,906+4.6% | $6,396+29.2% |
| Admin fee / account holder | $2,652 | $14,976-82.3% | $13,708-80.7% | $12,562-78.9% |