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 | $422,425 | $154,228+173.9% | $145,433+190.5% | $137,256+207.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.04% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,434 | $4,804-7.7% | $4,554-2.6% | $4,156+6.7% |
| Participant deferral / active EE | $13,200 | $8,216+60.7% | $7,897+67.1% | $6,407+106.0% |
| Admin fee / account holder | $2,443 | $14,344-83.0% | $13,129-81.4% | $12,270-80.1% |