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 | $318,059 | $135,956+133.9% | $123,894+156.7% | $273,972+16.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.52% | 56.63%-42.1pp | 47.52%-33.0pp | 41.46%-26.9pp |
| Employer contribution / active EE | $15,344 | $5,170+196.8% | $4,617+232.4% | $4,869+215.2% |
| Participant deferral / active EE | $12,879 | $6,343+103.1% | $5,984+115.2% | $5,287+143.6% |
| Admin fee / account holder | $387 | $9,817-96.1% | $8,357-95.4% | $10,133-96.2% |