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 | $256,179 | $275,752-7.1% | $256,809-0.2% | $198,609+29.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.86% | 34.81%-18.0pp | 32.73%-15.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $24,136 | $7,721+212.6% | $7,263+232.3% | $5,055+377.4% |
| Participant deferral / active EE | $18,851 | $10,037+87.8% | $9,520+98.0% | $6,977+170.2% |
| Admin fee / account holder | $11,573 | $25,716-55.0% | $25,146-54.0% | $19,030-39.2% |