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 | $293,454 | $289,211+1.5% | $260,467+12.7% | $198,609+47.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 7.02% | 112.90%-105.9pp | 100.60%-93.6pp | 202.70%-195.7pp |
| Employer contribution / active EE | $5,000 | $4,663+7.2% | $4,239+18.0% | $5,055-1.1% |
| Participant deferral / active EE | $5,700 | $6,812-16.3% | $6,319-9.8% | $6,977-18.3% |
| Admin fee / account holder | $835 | $16,236-94.9% | $15,461-94.6% | $19,030-95.6% |