Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $258,246 | $210,698+22.6% | $178,014+45.1% | $145,959+76.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.76% | 386.27%-371.5pp | 294.80%-280.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $7,738 | $4,567+69.4% | $3,950+95.9% | $4,661+66.0% |
| Participant deferral / active EE | $21,435 | $6,958+208.0% | $6,276+241.5% | $6,689+220.5% |
| Admin fee / account holder | $10,970 | $12,016-8.7% | $10,362+5.9% | $13,398-18.1% |