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 | $386,874 | $181,062+113.7% | $158,223+144.5% | $155,188+149.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.18% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $14,900 | $4,565+226.4% | $4,109+262.6% | $4,248+250.8% |
| Participant deferral / active EE | $15,003 | $6,134+144.6% | $5,467+174.4% | $6,531+129.7% |
| Admin fee / account holder | $16,580 | $18,825-11.9% | $16,047+3.3% | $14,480+14.5% |