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 | $259,065 | $181,062+43.1% | $158,223+63.7% | $155,188+66.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.08% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.8pp |
| Employer contribution / active EE | $11,157 | $4,565+144.4% | $4,109+171.5% | $4,248+162.7% |
| Participant deferral / active EE | $9,769 | $6,134+59.3% | $5,467+78.7% | $6,531+49.6% |
| Admin fee / account holder | $20,543 | $18,825+9.1% | $16,047+28.0% | $14,480+41.9% |