Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $298,325 | $209,336+42.5% | $197,124+51.3% | $137,256+117.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.07% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,047 | $6,591-38.6% | $6,227-35.0% | $4,156-2.6% |
| Participant deferral / active EE | $14,563 | $9,614+51.5% | $9,135+59.4% | $6,407+127.3% |
| Admin fee / account holder | $6,748 | $17,308-61.0% | $16,298-58.6% | $12,270-45.0% |