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 | $277,977 | $157,304+76.7% | $141,197+96.9% | $152,909+81.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.56% | 64.34%-42.8pp | 71.41%-49.8pp | 345.46%-323.9pp |
| Employer contribution / active EE | $12,858 | $5,263+144.3% | $4,736+171.5% | $4,764+169.9% |
| Participant deferral / active EE | $17,603 | $7,111+147.5% | $6,710+162.3% | $5,851+200.8% |
| Admin fee / account holder | $14,931 | $12,126+23.1% | $10,265+45.5% | $11,601+28.7% |