Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $256,273 | $154,228+66.2% | $145,433+76.2% | $137,256+86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,538 | $4,804-5.5% | $4,554-0.4% | $4,156+9.2% |
| Participant deferral / active EE | $19,600 | $8,216+138.5% | $7,897+148.2% | $6,407+205.9% |
| Admin fee / account holder | $2,283 | $14,344-84.1% | $13,129-82.6% | $12,270-81.4% |