Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $369,310 | $212,386+73.9% | $199,883+84.8% | $138,895+165.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.87% | 47.75%-30.9pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $9,250 | $6,625+39.6% | $6,261+47.7% | $4,194+120.5% |
| Participant deferral / active EE | $19,039 | $9,617+98.0% | $9,138+108.3% | $6,396+197.7% |
| Admin fee / account holder | $319 | $18,233-98.2% | $17,268-98.2% | $12,562-97.5% |