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 | $329,661 | $196,972+67.4% | $182,262+80.9% | $198,609+66.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.35% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $15,633 | $5,364+191.5% | $5,046+209.8% | $5,055+209.2% |
| Participant deferral / active EE | $11,705 | $8,643+35.4% | $8,276+41.4% | $6,977+67.8% |
| Admin fee / account holder | $6,528 | $18,429-64.6% | $16,712-60.9% | $19,030-65.7% |