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 | $415,572 | $212,386+95.7% | $199,883+107.9% | $138,895+199.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.83% | 47.75%-31.9pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,883 | $6,625-71.6% | $6,261-69.9% | $4,194-55.1% |
| Participant deferral / active EE | $4,660 | $9,617-51.5% | $9,138-49.0% | $6,396-27.1% |
| Admin fee / account holder | $3,604 | $18,233-80.2% | $17,268-79.1% | $12,562-71.3% |