Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $400,197 | $156,398+155.9% | $147,318+171.7% | $138,895+188.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.35% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,966 | $4,853-59.5% | $4,593-57.2% | $4,194-53.1% |
| Participant deferral / active EE | $2,643 | $8,237-67.9% | $7,906-66.6% | $6,396-58.7% |
| Admin fee / account holder | $8,364 | $14,976-44.1% | $13,708-39.0% | $12,562-33.4% |