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 | $280,128 | $185,830+50.7% | $170,004+64.8% | $139,427+100.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.31% | 60.52%-25.2pp | 53.39%-18.1pp | 373.27%-338.0pp |
| Employer contribution / active EE | $19,241 | $7,591+153.5% | $6,786+183.5% | $4,752+304.9% |
| Participant deferral / active EE | $17,010 | $11,622+46.4% | $10,408+63.4% | $6,711+153.5% |
| Admin fee / account holder | $12,932 | $15,381-15.9% | $12,816+0.9% | $11,404+13.4% |