Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $279,877 | $183,592+52.4% | $155,574+79.9% | $145,877+91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 104.77% | 61.37%+43.4pp | 64.87%+39.9pp | 551.28%-446.5pp |
| Employer contribution / active EE | $21,299 | $5,317+300.6% | $4,676+355.5% | $4,663+356.8% |
| Participant deferral / active EE | $24,100 | $6,466+272.7% | $5,629+328.1% | $6,691+260.2% |
| Admin fee / account holder | $5,395 | $19,316-72.1% | $15,914-66.1% | $13,402-59.7% |