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 | $379,862 | $185,856+104.4% | $170,028+123.4% | $139,456+172.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.25% | 60.52%-44.3pp | 53.39%-37.1pp | 373.45%-357.2pp |
| Employer contribution / active EE | $14,407 | $7,593+89.7% | $6,788+112.2% | $4,753+203.1% |
| Participant deferral / active EE | $13,096 | $11,623+12.7% | $10,409+25.8% | $6,711+95.1% |
| Admin fee / account holder | $2,474 | $15,387-83.9% | $12,820-80.7% | $11,407-78.3% |