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 | $279,987 | $124,980+124.0% | $108,359+158.4% | $154,746+80.9% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 13.07% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $7,805 | $2,851+173.8% | $2,399+225.3% | $4,379+78.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,659 | $11,502-76.9% | $9,741-72.7% | $14,365-81.5% |