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 | $328,499 | $209,336+56.9% | $197,124+66.6% | $137,256+139.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.93% | 48.09%-27.2pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $25,108 | $6,591+281.0% | $6,227+303.2% | $4,156+504.1% |
| Participant deferral / active EE | $20,367 | $9,614+111.8% | $9,135+123.0% | $6,407+217.9% |
| Admin fee / account holder | $4,756 | $17,308-72.5% | $16,298-70.8% | $12,270-61.2% |