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 | $276,692 | $185,312+49.3% | $161,489+71.3% | $154,746+78.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.99% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,229 | $4,769-32.3% | $4,268-24.3% | $4,379-26.3% |
| Participant deferral / active EE | $4,423 | $6,350-30.3% | $5,630-21.4% | $6,730-34.3% |
| Admin fee / account holder | $51,508 | $18,654+176.1% | $16,006+221.8% | $14,365+258.6% |