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 | $366,988 | $209,422+75.2% | $178,503+105.6% | $158,982+130.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.06% | 188.81%-173.7pp | 151.12%-136.1pp | 302.99%-287.9pp |
| Employer contribution / active EE | $4,956 | $5,707-13.2% | $5,011-1.1% | $4,763+4.1% |
| Participant deferral / active EE | $4,307 | $5,955-27.7% | $5,202-17.2% | $5,983-28.0% |
| Admin fee / account holder | $3,078 | $17,079-82.0% | $13,987-78.0% | $11,252-72.6% |