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 | $408,965 | $178,174+129.5% | $156,181+161.9% | $137,256+198.0% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 19.44% | 84.19%-64.7pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,031 | $4,972+1.2% | $4,294+17.2% | $4,156+21.0% |
| Participant deferral / active EE | $17,752 | $6,888+157.7% | $6,132+189.5% | $6,407+177.1% |
| Admin fee / account holder | $5,853 | $17,404-66.4% | $14,586-59.9% | $12,270-52.3% |