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 | $289,683 | $165,361+75.2% | $149,715+93.5% | $158,950+82.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.91% | 348.24%-329.3pp | 276.66%-257.7pp | 302.91%-284.0pp |
| Employer contribution / active EE | $9,147 | $5,103+79.2% | $4,645+96.9% | $4,762+92.1% |
| Participant deferral / active EE | $7,402 | $7,182+3.1% | $6,842+8.2% | $5,983+23.7% |
| Admin fee / account holder | $2,265 | $10,808-79.0% | $9,310-75.7% | $11,248-79.9% |