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 | $270,628 | $135,956+99.1% | $123,894+118.4% | $273,970-1.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 161.58% | 56.63%+105.0pp | 47.52%+114.1pp | 41.46%+120.1pp |
| Employer contribution / active EE | $16,648 | $5,170+222.0% | $4,617+260.6% | $4,869+241.9% |
| Participant deferral / active EE | $4,620 | $6,343-27.2% | $5,984-22.8% | $5,287-12.6% |
| Admin fee / account holder | $1,236 | $9,817-87.4% | $8,357-85.2% | $10,132-87.8% |