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 | $288,376 | $175,231+64.6% | $149,696+92.6% | $139,466+106.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.18% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $28,722 | $5,478+424.3% | $4,821+495.8% | $4,754+504.2% |
| Participant deferral / active EE | $22,495 | $6,521+244.9% | $5,682+295.9% | $6,712+235.2% |
| Admin fee / account holder | $54,280 | $16,155+236.0% | $13,212+310.8% | $11,409+375.8% |