Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $370,407 | $148,629+149.2% | $135,982+172.4% | $139,487+165.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.73% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $5,267 | $5,247+0.4% | $4,859+8.4% | $4,755+10.8% |
| Participant deferral / active EE | $11,172 | $8,102+37.9% | $7,760+44.0% | $6,713+66.4% |
| Admin fee / account holder | $2,917 | $12,406-76.5% | $10,767-72.9% | $11,407-74.4% |