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 | $283,154 | $165,381+71.2% | $149,730+89.1% | $158,966+78.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.22% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.7pp |
| Employer contribution / active EE | $15,739 | $5,104+208.4% | $4,645+238.8% | $4,762+230.5% |
| Participant deferral / active EE | $12,793 | $7,182+78.1% | $6,843+87.0% | $5,983+113.8% |
| Admin fee / account holder | $302 | $10,809-97.2% | $9,310-96.8% | $11,250-97.3% |