Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $347,829 | $162,136+114.5% | $152,301+128.4% | $154,746+124.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.72% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $37,500 | $4,890+666.8% | $4,624+710.9% | $4,379+756.3% |
| Participant deferral / active EE | $22,500 | $8,341+169.8% | $8,004+181.1% | $6,730+234.3% |
| Admin fee / account holder | $492 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |