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 | $388,252 | $155,555+149.6% | $146,866+164.4% | $155,188+150.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.95% | 115.41%-99.5pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,347 | $4,647-28.0% | $4,425-24.4% | $4,248-21.2% |
| Participant deferral / active EE | $16,480 | $8,044+104.9% | $7,759+112.4% | $6,531+152.3% |
| Admin fee / account holder | $4,596 | $14,755-68.9% | $13,620-66.3% | $14,480-68.3% |