Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $348,808 | $210,510+65.7% | $153,500+127.2% | $145,877+139.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.61% | 13.45%-3.8pp | 15.70%-6.1pp | 551.28%-541.7pp |
| Employer contribution / active EE | $55,562 | $6,052+818.1% | $5,039+1002.6% | $4,663+1091.6% |
| Participant deferral / active EE | $34,231 | $7,974+329.3% | $6,756+406.7% | $6,691+411.6% |
| Admin fee / account holder | $97,910 | $19,455+403.3% | $12,736+668.7% | $13,402+630.6% |