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 | $409,903 | $154,228+165.8% | $145,433+181.9% | $137,256+198.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.80% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,528 | $4,804-68.2% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $5,386 | $8,216-34.5% | $7,897-31.8% | $6,407-15.9% |
| Admin fee / account holder | $19,073 | $14,344+33.0% | $13,129+45.3% | $12,270+55.4% |