Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $336,137 | $162,136+107.3% | $152,301+120.7% | $154,746+117.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.89% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $7,304 | $4,890+49.4% | $4,624+57.9% | $4,379+66.8% |
| Participant deferral / active EE | $19,887 | $8,341+138.4% | $8,004+148.5% | $6,730+195.5% |
| Admin fee / account holder | $738 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |