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 | $383,639 | $181,062+111.9% | $158,223+142.5% | $155,188+147.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.69% | 57.39%-47.7pp | 52.09%-42.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $2,999 | $4,565-34.3% | $4,109-27.0% | $4,248-29.4% |
| Participant deferral / active EE | $5,160 | $6,134-15.9% | $5,467-5.6% | $6,531-21.0% |
| Admin fee / account holder | $693 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |