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 | $350,948 | $223,823+56.8% | $211,142+66.2% | $154,746+126.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.76% | 50.39%-35.6pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,230 | $6,787-67.1% | $6,442-65.4% | $4,379-49.1% |
| Participant deferral / active EE | $9,629 | $9,750-1.2% | $9,284+3.7% | $6,730+43.1% |
| Admin fee / account holder | $18,353 | $19,707-6.9% | $19,076-3.8% | $14,365+27.8% |