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 | $358,442 | $154,228+132.4% | $145,433+146.5% | $137,256+161.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $16,260 | $4,804+238.5% | $4,554+257.0% | $4,156+291.2% |
| Participant deferral / active EE | $18,002 | $8,216+119.1% | $7,897+128.0% | $6,407+181.0% |
| Admin fee / account holder | $19,993 | $14,344+39.4% | $13,129+52.3% | $12,270+62.9% |