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 | $308,591 | $135,956+127.0% | $123,894+149.1% | $273,972+12.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.32% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $11,902 | $5,170+130.2% | $4,617+157.8% | $4,869+144.5% |
| Participant deferral / active EE | $15,130 | $6,343+138.5% | $5,984+152.8% | $5,287+186.2% |
| Admin fee / account holder | $2,445 | $9,817-75.1% | $8,357-70.7% | $10,133-75.9% |