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 | $359,834 | $112,729+219.2% | $98,716+264.5% | $137,256+162.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.65% | 38.48%-24.8pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $7,539 | $2,725+176.6% | $2,279+230.8% | $4,156+81.4% |
| Participant deferral / active EE | $4,322 | $4,640-6.9% | $4,048+6.8% | $6,407-32.5% |
| Admin fee / account holder | $21,665 | $10,129+113.9% | $8,703+148.9% | $12,270+76.6% |