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 | $292,980 | $183,592+59.6% | $155,574+88.3% | $145,877+100.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.36% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,935 | $5,317-44.8% | $4,676-37.2% | $4,663-37.1% |
| Participant deferral / active EE | $6,934 | $6,466+7.2% | $5,629+23.2% | $6,691+3.6% |
| Admin fee / account holder | $2,032 | $19,316-89.5% | $15,914-87.2% | $13,402-84.8% |