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 | $325,944 | $155,555+109.5% | $146,866+121.9% | $155,188+110.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.62% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $4,997 | $4,647+7.5% | $4,425+12.9% | $4,248+17.6% |
| Participant deferral / active EE | $11,493 | $8,044+42.9% | $7,759+48.1% | $6,531+76.0% |
| Admin fee / account holder | $100,184 | $14,755+579.0% | $13,620+635.6% | $14,480+591.9% |