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 | $262,785 | $185,905+41.4% | $170,057+54.5% | $139,487+88.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.36% | 60.56%-41.2pp | 53.42%-34.1pp | 373.84%-354.5pp |
| Employer contribution / active EE | $16,014 | $7,597+110.8% | $6,790+135.8% | $4,755+236.8% |
| Participant deferral / active EE | $14,763 | $11,627+27.0% | $10,411+41.8% | $6,713+119.9% |
| Admin fee / account holder | $1,035 | $15,397-93.3% | $12,826-91.9% | $11,407-90.9% |