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 | $365,535 | $156,398+133.7% | $147,318+148.1% | $138,895+163.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.30% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $19,135 | $4,853+294.3% | $4,593+316.6% | $4,194+356.2% |
| Participant deferral / active EE | $13,223 | $8,237+60.5% | $7,906+67.2% | $6,396+106.7% |
| Admin fee / account holder | $3,583 | $14,976-76.1% | $13,708-73.9% | $12,562-71.5% |