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 | $381,524 | $154,228+147.4% | $145,433+162.3% | $137,256+178.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.20% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,252 | $4,804+30.1% | $4,554+37.3% | $4,156+50.4% |
| Participant deferral / active EE | $12,736 | $8,216+55.0% | $7,897+61.3% | $6,407+98.8% |
| Admin fee / account holder | $876 | $14,344-93.9% | $13,129-93.3% | $12,270-92.9% |