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 | $277,473 | $227,291+22.1% | $214,702+29.2% | $155,188+78.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 107.54% | 60.08%+47.5pp | 54.55%+53.0pp | 148.84%-41.3pp |
| Employer contribution / active EE | $4,852 | $6,772-28.3% | $6,461-24.9% | $4,248+14.2% |
| Participant deferral / active EE | $4,104 | $9,582-57.2% | $9,147-55.1% | $6,531-37.2% |
| Admin fee / account holder | $1,810 | $20,413-91.1% | $19,830-90.9% | $14,480-87.5% |