Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $270,668 | $176,786+53.1% | $146,643+84.6% | $167,536+61.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.35% | 24.04%-5.7pp | 22.75%-4.4pp | 478.82%-460.5pp |
| Employer contribution / active EE | $2,389 | $5,161-53.7% | $4,137-42.2% | $4,839-50.6% |
| Participant deferral / active EE | $18,761 | $6,440+191.3% | $5,506+240.7% | $6,342+195.8% |
| Admin fee / account holder | $311 | $13,262-97.7% | $10,280-97.0% | $12,315-97.5% |