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 | $296,570 | $132,099+124.5% | $115,599+156.6% | $138,895+113.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.11% | 176.76%-163.6pp | 111.10%-98.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $53,528 | $3,416+1467.0% | $2,955+1711.2% | $4,194+1176.2% |
| Participant deferral / active EE | $37,775 | $5,617+572.5% | $4,889+672.6% | $6,396+490.6% |
| Admin fee / account holder | $8,261 | $15,650-47.2% | $12,841-35.7% | $12,562-34.2% |