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 | $306,656 | $156,398+96.1% | $147,318+108.2% | $138,895+120.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.35% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $9,056 | $4,853+86.6% | $4,593+97.2% | $4,194+115.9% |
| Participant deferral / active EE | $20,720 | $8,237+151.5% | $7,906+162.1% | $6,396+223.9% |
| Admin fee / account holder | $13,193 | $14,976-11.9% | $13,708-3.8% | $12,562+5.0% |