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 | $256,944 | $201,370+27.6% | $184,256+39.4% | $145,897+76.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.47% | 29.05%+9.4pp | 28.85%+9.6pp | 552.29%-513.8pp |
| Employer contribution / active EE | $6,641 | $7,024-5.4% | $6,427+3.3% | $4,663+42.4% |
| Participant deferral / active EE | $14,740 | $9,808+50.3% | $9,133+61.4% | $6,689+120.3% |
| Admin fee / account holder | $652 | $16,364-96.0% | $13,899-95.3% | $13,390-95.1% |