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 | $270,615 | $157,304+72.0% | $141,197+91.7% | $152,909+77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.02% | 64.34%-38.3pp | 71.41%-45.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $10,128 | $5,263+92.5% | $4,736+113.9% | $4,764+112.6% |
| Participant deferral / active EE | $22,651 | $7,111+218.5% | $6,710+237.6% | $5,851+287.1% |
| Admin fee / account holder | $14,038 | $12,126+15.8% | $10,265+36.8% | $11,601+21.0% |