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 | $261,211 | $185,312+41.0% | $161,489+61.8% | $154,746+68.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.99% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,436 | $4,769-27.9% | $4,268-19.5% | $4,379-21.5% |
| Participant deferral / active EE | $4,510 | $6,350-29.0% | $5,630-19.9% | $6,730-33.0% |
| Admin fee / account holder | $794 | $18,654-95.7% | $16,006-95.0% | $14,365-94.5% |