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 | $343,831 | $165,381+107.9% | $149,730+129.6% | $158,966+116.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.91% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.0pp |
| Employer contribution / active EE | $4,139 | $5,104-18.9% | $4,645-10.9% | $4,762-13.1% |
| Participant deferral / active EE | $15,751 | $7,182+119.3% | $6,843+130.2% | $5,983+163.3% |
| Admin fee / account holder | $13,131 | $10,809+21.5% | $9,310+41.0% | $11,250+16.7% |