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 | $289,717 | $157,276+84.2% | $141,177+105.2% | $152,885+89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.99% | 64.33%-37.3pp | 71.40%-44.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $4,755 | $5,262-9.6% | $4,736+0.4% | $4,763-0.2% |
| Participant deferral / active EE | $10,904 | $7,110+53.3% | $6,710+62.5% | $5,851+86.4% |
| Admin fee / account holder | $43,804 | $12,123+261.3% | $10,263+326.8% | $11,598+277.7% |