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 | $357,959 | $183,627+94.9% | $155,602+130.0% | $145,978+145.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.40% | 61.32%-40.9pp | 64.81%-44.4pp | 550.52%-530.1pp |
| Employer contribution / active EE | $12,481 | $5,316+134.8% | $4,675+167.0% | $4,662+167.7% |
| Participant deferral / active EE | $8,107 | $6,466+25.4% | $5,629+44.0% | $6,690+21.2% |
| Admin fee / account holder | $1,089 | $19,327-94.4% | $15,923-93.2% | $13,400-91.9% |