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 | $259,702 | $156,398+66.1% | $147,318+76.3% | $138,895+87.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.43% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,160 | $4,853-14.3% | $4,593-9.4% | $4,194-0.8% |
| Participant deferral / active EE | $18,491 | $8,237+124.5% | $7,906+133.9% | $6,396+189.1% |
| Admin fee / account holder | $1,132 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |