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 | $261,591 | $209,422+24.9% | $178,503+46.5% | $158,982+64.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.27% | 188.81%-173.5pp | 151.12%-135.8pp | 302.99%-287.7pp |
| Employer contribution / active EE | $6,588 | $5,707+15.4% | $5,011+31.5% | $4,763+38.3% |
| Participant deferral / active EE | $6,732 | $5,955+13.1% | $5,202+29.4% | $5,983+12.5% |
| Admin fee / account holder | $16,164 | $17,079-5.4% | $13,987+15.6% | $11,252+43.7% |