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 | $286,355 | $107,368+166.7% | $92,915+208.2% | $152,909+87.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.57% | 145.64%-121.1pp | 109.45%-84.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $6,105 | $4,222+44.6% | $3,653+67.1% | $4,764+28.2% |
| Participant deferral / active EE | $5,993 | $4,848+23.6% | $4,238+41.4% | $5,851+2.4% |
| Admin fee / account holder | $592 | $7,082-91.6% | $5,796-89.8% | $11,601-94.9% |