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 | $276,153 | $155,555+77.5% | $146,866+88.0% | $155,188+77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.16% | 115.41%-102.3pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $4,818 | $4,647+3.7% | $4,425+8.9% | $4,248+13.4% |
| Participant deferral / active EE | $14,235 | $8,044+77.0% | $7,759+83.5% | $6,531+117.9% |
| Admin fee / account holder | $14,382 | $14,755-2.5% | $13,620+5.6% | $14,480-0.7% |