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 | $280,704 | $154,228+82.0% | $145,433+93.0% | $137,256+104.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.10% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,373 | $4,804-29.8% | $4,554-25.9% | $4,156-18.8% |
| Participant deferral / active EE | $6,660 | $8,216-18.9% | $7,897-15.7% | $6,407+4.0% |
| Admin fee / account holder | $1,252 | $14,344-91.3% | $13,129-90.5% | $12,270-89.8% |