Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $351,772 | $228,352+54.0% | $185,835+89.3% | $158,966+121.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.09% | 40.81%-11.7pp | 35.96%-6.9pp | 302.95%-273.9pp |
| Employer contribution / active EE | $27,607 | $4,967+455.9% | $4,087+575.4% | $4,762+479.7% |
| Participant deferral / active EE | $10,144 | $6,416+58.1% | $5,633+80.1% | $5,983+69.5% |
| Admin fee / account holder | $8,360 | $11,867-29.6% | $9,502-12.0% | $11,250-25.7% |