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 | $280,098 | $154,228+81.6% | $145,433+92.6% | $137,256+104.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.51% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,402 | $4,804-29.2% | $4,554-25.3% | $4,156-18.1% |
| Participant deferral / active EE | $6,731 | $8,216-18.1% | $7,897-14.8% | $6,407+5.1% |
| Admin fee / account holder | $4,473 | $14,344-68.8% | $13,129-65.9% | $12,270-63.5% |