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 | $375,157 | $162,136+131.4% | $152,301+146.3% | $154,746+142.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.19% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,027 | $4,890-58.6% | $4,624-56.2% | $4,379-53.7% |
| Participant deferral / active EE | $8,618 | $8,341+3.3% | $8,004+7.7% | $6,730+28.0% |
| Admin fee / account holder | $1,258 | $15,759-92.0% | $14,398-91.3% | $14,365-91.2% |