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 | $322,344 | $154,228+109.0% | $145,433+121.6% | $137,256+134.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.93% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $12,471 | $4,804+159.6% | $4,554+173.8% | $4,156+200.1% |
| Participant deferral / active EE | $9,034 | $8,216+9.9% | $7,897+14.4% | $6,407+41.0% |
| Admin fee / account holder | $1,809 | $14,344-87.4% | $13,129-86.2% | $12,270-85.3% |