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 | $323,554 | $154,228+109.8% | $145,433+122.5% | $137,256+135.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,158 | $4,804+7.4% | $4,554+13.3% | $4,156+24.1% |
| Participant deferral / active EE | $22,758 | $8,216+177.0% | $7,897+188.2% | $6,407+255.2% |
| Admin fee / account holder | $698 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |