Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $371,531 | $138,312+168.6% | $122,979+202.1% | $155,188+139.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.89% | 22.06%-5.2pp | 20.12%-3.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $24,734 | $3,530+600.6% | $3,062+707.7% | $4,248+482.3% |
| Participant deferral / active EE | $15,681 | $5,592+180.4% | $5,003+213.4% | $6,531+140.1% |
| Admin fee / account holder | $1,988 | $15,089-86.8% | $12,864-84.5% | $14,480-86.3% |