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 | $296,360 | $157,304+88.4% | $141,197+109.9% | $152,909+93.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.27% | 64.34%-49.1pp | 71.41%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $5,698 | $5,263+8.3% | $4,736+20.3% | $4,764+19.6% |
| Participant deferral / active EE | $10,564 | $7,111+48.6% | $6,710+57.4% | $5,851+80.5% |
| Admin fee / account holder | $471 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |