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 | $371,319 | $174,379+112.9% | $152,093+144.1% | $138,895+167.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.02% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,396 | $4,652-70.0% | $4,175-66.6% | $4,194-66.7% |
| Participant deferral / active EE | $14,269 | $6,159+131.7% | $5,451+161.7% | $6,396+123.1% |
| Admin fee / account holder | $2,868 | $16,880-83.0% | $14,497-80.2% | $12,562-77.2% |