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 | $395,500 | $102,938+284.2% | $94,105+320.3% | $138,895+184.7% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 19.28% | 250.28%-231.0pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $13,755 | $2,732+403.5% | $2,504+449.2% | $4,194+228.0% |
| Participant deferral / active EE | $8,469 | $4,196+101.8% | $3,881+118.2% | $6,396+32.4% |
| Admin fee / account holder | $2,052 | $6,600-68.9% | $6,199-66.9% | $12,562-83.7% |