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 | $210,343+65.8% | $153,476+127.3% | $145,978+138.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.61% | 13.38%-3.8pp | 15.66%-6.0pp | 550.52%-540.9pp |
| Employer contribution / active EE | $55,562 | $6,047+818.8% | $5,038+1002.9% | $4,662+1091.9% |
| Participant deferral / active EE | $34,231 | $7,977+329.1% | $6,759+406.5% | $6,690+411.7% |
| Admin fee / account holder | $97,910 | $19,424+404.1% | $12,729+669.2% | $13,400+630.7% |