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 | $449,278 | $213,785+110.2% | $185,441+142.3% | $155,188+189.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.62% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $31,239 | $5,393+479.3% | $4,672+568.6% | $4,248+635.4% |
| Participant deferral / active EE | $9,525 | $6,864+38.8% | $6,152+54.8% | $6,531+45.8% |
| Admin fee / account holder | $1,324 | $21,134-93.7% | $17,890-92.6% | $14,480-90.9% |