Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $316,103 | $228,352+38.4% | $185,835+70.1% | $158,966+98.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.57% | 40.81%-26.2pp | 35.96%-21.4pp | 302.95%-288.4pp |
| Employer contribution / active EE | $4,444 | $4,967-10.5% | $4,087+8.7% | $4,762-6.7% |
| Participant deferral / active EE | $14,242 | $6,416+122.0% | $5,633+152.8% | $5,983+138.0% |
| Admin fee / account holder | $363 | $11,867-96.9% | $9,502-96.2% | $11,250-96.8% |