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 | $326,104 | $183,592+77.6% | $155,574+109.6% | $145,877+123.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,185 | $5,317-40.1% | $4,676-31.9% | $4,663-31.7% |
| Participant deferral / active EE | $6,611 | $6,466+2.2% | $5,629+17.4% | $6,691-1.2% |
| Admin fee / account holder | $24,892 | $19,316+28.9% | $15,914+56.4% | $13,402+85.7% |