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 | $261,525 | $183,539+42.5% | $155,556+68.1% | $145,897+79.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.25% | 61.31%-38.1pp | 64.84%-41.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $16,946 | $5,315+218.8% | $4,675+262.4% | $4,663+263.4% |
| Participant deferral / active EE | $7,925 | $6,467+22.5% | $5,631+40.7% | $6,689+18.5% |
| Admin fee / account holder | $3,392 | $19,275-82.4% | $15,885-78.6% | $13,390-74.7% |