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 | $317,726 | $185,312+71.5% | $161,489+96.7% | $154,746+105.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.94% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $14,927 | $4,769+213.0% | $4,268+249.7% | $4,379+240.9% |
| Participant deferral / active EE | $11,660 | $6,350+83.6% | $5,630+107.1% | $6,730+73.2% |
| Admin fee / account holder | $1,766 | $18,654-90.5% | $16,006-89.0% | $14,365-87.7% |