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 | $335,223 | $124,425+169.4% | $112,040+199.2% | $137,256+144.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.38% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,303 | $3,411+55.5% | $2,954+79.5% | $4,156+27.6% |
| Participant deferral / active EE | $7,397 | $5,718+29.4% | $5,098+45.1% | $6,407+15.5% |
| Admin fee / account holder | $39,085 | $15,207+157.0% | $12,098+223.1% | $12,270+218.5% |