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 | $307,307 | $212,386+44.7% | $199,883+53.7% | $138,895+121.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.47% | 47.75%-31.3pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $12,976 | $6,625+95.9% | $6,261+107.2% | $4,194+209.4% |
| Participant deferral / active EE | $22,393 | $9,617+132.8% | $9,138+145.0% | $6,396+250.1% |
| Admin fee / account holder | $1,410 | $18,233-92.3% | $17,268-91.8% | $12,562-88.8% |