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 | $364,381 | $172,111+111.7% | $150,298+142.4% | $137,256+165.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.12% | 69.37%-47.2pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,453 | $4,636-25.5% | $4,154-16.9% | $4,156-16.9% |
| Participant deferral / active EE | $7,080 | $6,166+14.8% | $5,453+29.8% | $6,407+10.5% |
| Admin fee / account holder | $2,692 | $16,471-83.7% | $14,116-80.9% | $12,270-78.1% |