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 | $399,483 | $156,398+155.4% | $147,318+171.2% | $138,895+187.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.57% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $12,245 | $4,853+152.3% | $4,593+166.6% | $4,194+191.9% |
| Participant deferral / active EE | $11,782 | $8,237+43.0% | $7,906+49.0% | $6,396+84.2% |
| Admin fee / account holder | $2,242 | $14,976-85.0% | $13,708-83.6% | $12,562-82.2% |