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 | $256,179 | $223,823+14.5% | $211,142+21.3% | $154,746+65.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.86% | 50.39%-33.5pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $24,136 | $6,787+255.6% | $6,442+274.7% | $4,379+451.2% |
| Participant deferral / active EE | $18,851 | $9,750+93.3% | $9,284+103.1% | $6,730+180.1% |
| Admin fee / account holder | $11,573 | $19,707-41.3% | $19,076-39.3% | $14,365-19.4% |