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 | $352,295 | $156,398+125.3% | $147,318+139.1% | $138,895+153.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.33% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,952 | $4,853-59.8% | $4,593-57.5% | $4,194-53.5% |
| Participant deferral / active EE | $14,869 | $8,237+80.5% | $7,906+88.1% | $6,396+132.5% |
| Admin fee / account holder | $2,542 | $14,976-83.0% | $13,708-81.5% | $12,562-79.8% |