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 | $309,279 | $162,136+90.8% | $152,301+103.1% | $154,746+99.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.64% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,785 | $4,890-63.5% | $4,624-61.4% | $4,379-59.2% |
| Participant deferral / active EE | $6,762 | $8,341-18.9% | $8,004-15.5% | $6,730+0.5% |
| Admin fee / account holder | $10,238 | $15,759-35.0% | $14,398-28.9% | $14,365-28.7% |