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 | $334,772 | $209,336+59.9% | $197,124+69.8% | $137,256+143.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.10% | 48.09%-25.0pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,517 | $6,591-46.6% | $6,227-43.5% | $4,156-15.4% |
| Participant deferral / active EE | $12,353 | $9,614+28.5% | $9,135+35.2% | $6,407+92.8% |
| Admin fee / account holder | $522 | $17,308-97.0% | $16,298-96.8% | $12,270-95.7% |