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 | $405,961 | $162,821+149.3% | $133,978+203.0% | $158,982+155.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.26% | 41.95%-22.7pp | 45.10%-25.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $5,325 | $4,976+7.0% | $3,919+35.9% | $4,763+11.8% |
| Participant deferral / active EE | $17,176 | $5,910+190.6% | $5,047+240.3% | $5,983+187.1% |
| Admin fee / account holder | $2,571 | $11,742-78.1% | $8,930-71.2% | $11,252-77.1% |