Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $256,483 | $212,386+20.8% | $199,883+28.3% | $138,895+84.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.82% | 47.75%-33.9pp | 43.81%-30.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $16,089 | $6,625+142.9% | $6,261+157.0% | $4,194+283.6% |
| Participant deferral / active EE | $18,521 | $9,617+92.6% | $9,138+102.7% | $6,396+189.6% |
| Admin fee / account holder | $3,064 | $18,233-83.2% | $17,268-82.3% | $12,562-75.6% |