Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $295,625 | $111,535+165.1% | $105,223+180.9% | $137,256+115.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.32% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $25,738 | $3,939+553.3% | $3,689+597.8% | $4,156+519.3% |
| Participant deferral / active EE | $15,165 | $5,500+175.7% | $5,072+199.0% | $6,407+136.7% |
| Admin fee / account holder | $1,090 | $9,721-88.8% | $8,859-87.7% | $12,270-91.1% |