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 | $284,448 | $209,336+35.9% | $197,124+44.3% | $137,256+107.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 56.11% | 48.09%+8.0pp | 44.34%+11.8pp | 220.34%-164.2pp |
| Employer contribution / active EE | $12,976 | $6,591+96.9% | $6,227+108.4% | $4,156+212.2% |
| Participant deferral / active EE | $13,493 | $9,614+40.3% | $9,135+47.7% | $6,407+110.6% |
| Admin fee / account holder | $2,644 | $17,308-84.7% | $16,298-83.8% | $12,270-78.5% |