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 | $291,583 | $223,823+30.3% | $211,142+38.1% | $154,746+88.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.57% | 50.39%-34.8pp | 46.84%-31.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $14,405 | $6,787+112.3% | $6,442+123.6% | $4,379+229.0% |
| Participant deferral / active EE | $15,189 | $9,750+55.8% | $9,284+63.6% | $6,730+125.7% |
| Admin fee / account holder | $1,486 | $19,707-92.5% | $19,076-92.2% | $14,365-89.7% |