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 | $271,663 | $174,379+55.8% | $152,093+78.6% | $138,895+95.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.95% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,546 | $4,652-66.8% | $4,175-63.0% | $4,194-63.1% |
| Participant deferral / active EE | $2,205 | $6,159-64.2% | $5,451-59.6% | $6,396-65.5% |
| Admin fee / account holder | $56,637 | $16,880+235.5% | $14,497+290.7% | $12,562+350.9% |