Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $283,849 | $155,555+82.5% | $146,866+93.3% | $155,188+82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.79% | 115.41%-98.6pp | 102.85%-86.1pp | 148.84%-132.0pp |
| Employer contribution / active EE | $12,473 | $4,647+168.4% | $4,425+181.9% | $4,248+193.6% |
| Participant deferral / active EE | $12,369 | $8,044+53.8% | $7,759+59.4% | $6,531+89.4% |
| Admin fee / account holder | $10,037 | $14,755-32.0% | $13,620-26.3% | $14,480-30.7% |