Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $347,829 | $154,228+125.5% | $145,433+139.2% | $137,256+153.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.72% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $37,500 | $4,804+680.6% | $4,554+723.4% | $4,156+802.3% |
| Participant deferral / active EE | $22,500 | $8,216+173.8% | $7,897+184.9% | $6,407+251.2% |
| Admin fee / account holder | $492 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |