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 | $276,153 | $156,398+76.6% | $147,318+87.5% | $138,895+98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.16% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,818 | $4,853-0.7% | $4,593+4.9% | $4,194+14.9% |
| Participant deferral / active EE | $14,235 | $8,237+72.8% | $7,906+80.0% | $6,396+122.5% |
| Admin fee / account holder | $14,382 | $14,976-4.0% | $13,708+4.9% | $12,562+14.5% |