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 | $276,514 | $209,336+32.1% | $197,124+40.3% | $137,256+101.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.27% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,028 | $6,591-69.2% | $6,227-67.4% | $4,156-51.2% |
| Participant deferral / active EE | $23,712 | $9,614+146.6% | $9,135+159.6% | $6,407+270.1% |
| Admin fee / account holder | $947 | $17,308-94.5% | $16,298-94.2% | $12,270-92.3% |