Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $269,583 | $154,228+74.8% | $145,433+85.4% | $137,256+96.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.33% | 74.59%-52.3pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $13,881 | $4,804+188.9% | $4,554+204.8% | $4,156+234.0% |
| Participant deferral / active EE | $13,230 | $8,216+61.0% | $7,897+67.5% | $6,407+106.5% |
| Admin fee / account holder | $1,057 | $14,344-92.6% | $13,129-92.0% | $12,270-91.4% |