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 | $401,951 | $135,956+195.6% | $123,894+224.4% | $273,972+46.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.64% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $6,250 | $5,170+20.9% | $4,617+35.4% | $4,869+28.4% |
| Participant deferral / active EE | $12,090 | $6,343+90.6% | $5,984+102.0% | $5,287+128.7% |
| Admin fee / account holder | $1,847 | $9,817-81.2% | $8,357-77.9% | $10,133-81.8% |