Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $291,156 | $154,228+88.8% | $145,433+100.2% | $137,256+112.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.48% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $12,044 | $4,804+150.7% | $4,554+164.5% | $4,156+189.8% |
| Participant deferral / active EE | $24,333 | $8,216+196.2% | $7,897+208.1% | $6,407+279.8% |
| Admin fee / account holder | $1,150 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |