Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $332,841 | $227,291+46.4% | $214,702+55.0% | $155,188+114.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.00% | 60.08%-47.1pp | 54.55%-41.6pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,136 | $6,772-68.5% | $6,461-66.9% | $4,248-49.7% |
| Participant deferral / active EE | $20,500 | $9,582+113.9% | $9,147+124.1% | $6,531+213.9% |
| Admin fee / account holder | $3,838 | $20,413-81.2% | $19,830-80.6% | $14,480-73.5% |