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 | $278,016 | $196,972+41.1% | $182,262+52.5% | $198,609+40.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.93% | 158.27%-142.3pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $12,609 | $5,364+135.1% | $5,046+149.9% | $5,055+149.4% |
| Participant deferral / active EE | $15,228 | $8,643+76.2% | $8,276+84.0% | $6,977+118.3% |
| Admin fee / account holder | $1,229 | $18,429-93.3% | $16,712-92.6% | $19,030-93.5% |