Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $268,613 | $97,125+176.6% | $86,233+211.5% | $137,256+95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.25% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $28,004 | $2,841+885.6% | $2,504+1018.2% | $4,156+573.8% |
| Participant deferral / active EE | $16,775 | $5,180+223.9% | $4,559+267.9% | $6,407+161.8% |
| Admin fee / account holder | $1,374 | $9,725-85.9% | $8,342-83.5% | $12,270-88.8% |