Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $368,741 | $182,442+102.1% | $163,379+125.7% | $138,895+165.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 85.72% | 72.74%+13.0pp | 63.41%+22.3pp | 145.39%-59.7pp |
| Employer contribution / active EE | $23,263 | $4,159+459.3% | $3,752+519.9% | $4,194+454.6% |
| Participant deferral / active EE | $20,058 | $6,817+194.2% | $6,282+219.3% | $6,396+213.6% |
| Admin fee / account holder | $2,947 | $10,396-71.6% | $9,818-70.0% | $12,562-76.5% |