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 | $263,524 | $183,516+43.6% | $155,534+69.4% | $145,884+80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.73% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $21,528 | $5,315+305.1% | $4,675+360.5% | $4,662+361.7% |
| Participant deferral / active EE | $13,375 | $6,467+106.8% | $5,630+137.6% | $6,690+99.9% |
| Admin fee / account holder | $1,998 | $19,293-89.6% | $15,900-87.4% | $13,392-85.1% |