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 | $293,559 | $97,125+202.2% | $86,233+240.4% | $137,256+113.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.10% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $19,981 | $2,841+603.3% | $2,504+697.9% | $4,156+380.8% |
| Participant deferral / active EE | $13,921 | $5,180+168.8% | $4,559+205.3% | $6,407+117.3% |
| Admin fee / account holder | $4,945 | $9,725-49.2% | $8,342-40.7% | $12,270-59.7% |