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 | $310,474 | $154,228+101.3% | $145,433+113.5% | $137,256+126.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.55% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,792 | $4,804-21.1% | $4,554-16.7% | $4,156-8.8% |
| Participant deferral / active EE | $5,553 | $8,216-32.4% | $7,897-29.7% | $6,407-13.3% |
| Admin fee / account holder | $2,001 | $14,344-86.1% | $13,129-84.8% | $12,270-83.7% |