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 | $271,036 | $223,823+21.1% | $211,142+28.4% | $154,746+75.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.64% | 50.39%-33.8pp | 46.84%-30.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $10,119 | $6,787+49.1% | $6,442+57.1% | $4,379+131.1% |
| Participant deferral / active EE | $24,869 | $9,750+155.1% | $9,284+167.9% | $6,730+269.5% |
| Admin fee / account holder | $789 | $19,707-96.0% | $19,076-95.9% | $14,365-94.5% |