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 | $368,884 | $155,555+137.1% | $146,866+151.2% | $155,188+137.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.44% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $2,624 | $4,647-43.5% | $4,425-40.7% | $4,248-38.2% |
| Participant deferral / active EE | $17,686 | $8,044+119.9% | $7,759+127.9% | $6,531+170.8% |
| Admin fee / account holder | $10,874 | $14,755-26.3% | $13,620-20.2% | $14,480-24.9% |