Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $321,444 | $157,276+104.4% | $141,177+127.7% | $152,885+110.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.33%-41.7pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $2,712 | $5,262-48.5% | $4,736-42.7% | $4,763-43.1% |
| Participant deferral / active EE | $17,065 | $7,110+140.0% | $6,710+154.3% | $5,851+191.7% |
| Admin fee / account holder | $1,339 | $12,123-89.0% | $10,263-87.0% | $11,598-88.5% |