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 | $362,646 | $172,111+110.7% | $150,298+141.3% | $137,256+164.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.70% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,704 | $4,636-20.1% | $4,154-10.8% | $4,156-10.9% |
| Participant deferral / active EE | $15,975 | $6,166+159.1% | $5,453+193.0% | $6,407+149.3% |
| Admin fee / account holder | $5,348 | $16,471-67.5% | $14,116-62.1% | $12,270-56.4% |