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 | $306,180 | $196,972+55.4% | $182,262+68.0% | $198,609+54.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.34% | 158.27%-145.9pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,979 | $5,364-44.5% | $5,046-41.0% | $5,055-41.1% |
| Participant deferral / active EE | $11,750 | $8,643+36.0% | $8,276+42.0% | $6,977+68.4% |
| Admin fee / account holder | $2,672 | $18,429-85.5% | $16,712-84.0% | $19,030-86.0% |