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 | $269,165 | $209,336+28.6% | $197,124+36.5% | $137,256+96.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.94% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $20,246 | $6,591+207.2% | $6,227+225.1% | $4,156+387.2% |
| Participant deferral / active EE | $9,492 | $9,614-1.3% | $9,135+3.9% | $6,407+48.2% |
| Admin fee / account holder | $1,049 | $17,308-93.9% | $16,298-93.6% | $12,270-91.4% |