Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $285,951 | $148,623+92.4% | $135,974+110.3% | $139,466+105.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.85% | 79.30%-37.4pp | 68.30%-26.5pp | 373.66%-331.8pp |
| Employer contribution / active EE | $17,435 | $5,246+232.3% | $4,859+258.8% | $4,754+266.7% |
| Participant deferral / active EE | $13,500 | $8,103+66.6% | $7,760+74.0% | $6,712+101.1% |
| Admin fee / account holder | $9,888 | $12,406-20.3% | $10,767-8.2% | $11,409-13.3% |