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 | $257,091 | $165,399+55.4% | $149,745+71.7% | $158,982+61.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.69% | 348.34%-339.6pp | 276.72%-268.0pp | 302.99%-294.3pp |
| Employer contribution / active EE | $3,263 | $5,105-36.1% | $4,646-29.8% | $4,763-31.5% |
| Participant deferral / active EE | $14,464 | $7,183+101.4% | $6,843+111.4% | $5,983+141.7% |
| Admin fee / account holder | $620 | $10,811-94.3% | $9,312-93.3% | $11,252-94.5% |