Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $253,098 | $156,398+61.8% | $147,318+71.8% | $138,895+82.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.77% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $5,681 | $4,853+17.0% | $4,593+23.7% | $4,194+35.4% |
| Participant deferral / active EE | $11,750 | $8,237+42.6% | $7,906+48.6% | $6,396+83.7% |
| Admin fee / account holder | $2,500 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |