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 | $327,168 | $154,228+112.1% | $145,433+125.0% | $137,256+138.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.44% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $15,447 | $4,804+221.6% | $4,554+239.2% | $4,156+271.7% |
| Participant deferral / active EE | $10,420 | $8,216+26.8% | $7,897+31.9% | $6,407+62.6% |
| Admin fee / account holder | $127,763 | $14,344+790.7% | $13,129+873.1% | $12,270+941.2% |