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 | $278,290 | $162,529+71.2% | $130,788+112.8% | $154,746+79.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.29% | 510.48%-495.2pp | 386.44%-371.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,399 | $4,447-46.1% | $3,558-32.6% | $4,379-45.2% |
| Participant deferral / active EE | $14,230 | $4,808+195.9% | $4,137+244.0% | $6,730+111.4% |
| Admin fee / account holder | $1,794 | $7,669-76.6% | $6,673-73.1% | $14,365-87.5% |