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 | $327,951 | $156,398+109.7% | $147,318+122.6% | $138,895+136.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.51% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,169 | $4,853-14.1% | $4,593-9.2% | $4,194-0.6% |
| Participant deferral / active EE | $17,097 | $8,237+107.6% | $7,906+116.2% | $6,396+167.3% |
| Admin fee / account holder | $2,029 | $14,976-86.5% | $13,708-85.2% | $12,562-83.9% |