Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $280,004 | $211,105+32.6% | $178,449+56.9% | $145,978+91.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.70% | 30.19%-8.5pp | 27.09%-5.4pp | 550.52%-528.8pp |
| Employer contribution / active EE | $5,312 | $4,569+16.3% | $3,951+34.5% | $4,662+13.9% |
| Participant deferral / active EE | $19,333 | $6,959+177.8% | $6,277+208.0% | $6,690+189.0% |
| Admin fee / account holder | $2,409 | $12,017-80.0% | $10,362-76.7% | $13,400-82.0% |