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 | $290,031 | $162,136+78.9% | $152,301+90.4% | $154,746+87.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,750 | $4,890-64.2% | $4,624-62.2% | $4,379-60.0% |
| Participant deferral / active EE | $5,593 | $8,341-32.9% | $8,004-30.1% | $6,730-16.9% |
| Admin fee / account holder | $1,526 | $15,759-90.3% | $14,398-89.4% | $14,365-89.4% |