Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $264,893 | $211,288+25.4% | $178,540+48.4% | $145,884+81.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.29% | 30.27%-18.0pp | 27.15%-14.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $33,249 | $4,574+627.0% | $3,953+741.1% | $4,662+613.2% |
| Participant deferral / active EE | $14,269 | $6,967+104.8% | $6,281+127.2% | $6,690+113.3% |
| Admin fee / account holder | $4,016 | $12,105-66.8% | $10,424-61.5% | $13,392-70.0% |