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 | $267,154 | $157,304+69.8% | $141,197+89.2% | $152,909+74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.84% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $2,866 | $5,263-45.5% | $4,736-39.5% | $4,764-39.8% |
| Participant deferral / active EE | $2,887 | $7,111-59.4% | $6,710-57.0% | $5,851-50.7% |
| Admin fee / account holder | $8,194 | $12,126-32.4% | $10,265-20.2% | $11,601-29.4% |