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 | $344,414 | $212,386+62.2% | $199,883+72.3% | $138,895+148.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.41% | 47.75%-33.3pp | 43.81%-29.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $28,635 | $6,625+332.3% | $6,261+357.3% | $4,194+582.7% |
| Participant deferral / active EE | $25,740 | $9,617+167.6% | $9,138+181.7% | $6,396+302.4% |
| Admin fee / account holder | $1,213 | $18,233-93.3% | $17,268-93.0% | $12,562-90.3% |