Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $345,899 | $199,109+73.7% | $173,730+99.1% | $154,746+123.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.50% | 20.02%+0.5pp | 19.96%+0.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $5,510 | $5,311+3.7% | $4,577+20.4% | $4,379+25.8% |
| Participant deferral / active EE | $28,500 | $7,113+300.7% | $6,326+350.5% | $6,730+323.5% |
| Admin fee / account holder | $3,735 | $20,916-82.1% | $17,523-78.7% | $14,365-74.0% |