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 | $405,870 | $156,398+159.5% | $147,318+175.5% | $138,895+192.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.62% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,011 | $4,853-17.4% | $4,593-12.7% | $4,194-4.4% |
| Participant deferral / active EE | $13,789 | $8,237+67.4% | $7,906+74.4% | $6,396+115.6% |
| Admin fee / account holder | $314 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |