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 | $299,108 | $162,821+83.7% | $133,978+123.3% | $158,982+88.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.15% | 41.95%-25.8pp | 45.10%-28.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $13,037 | $4,976+162.0% | $3,919+232.7% | $4,763+173.7% |
| Participant deferral / active EE | $8,459 | $5,910+43.1% | $5,047+67.6% | $5,983+41.4% |
| Admin fee / account holder | $1,678 | $11,742-85.7% | $8,930-81.2% | $11,252-85.1% |