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 | $334,756 | $152,612+119.4% | $125,192+167.4% | $152,897+118.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.10% | 54.85%-36.7pp | 43.79%-25.7pp | 345.43%-327.3pp |
| Employer contribution / active EE | $3,471 | $4,947-29.8% | $3,866-10.2% | $4,764-27.1% |
| Participant deferral / active EE | $8,991 | $5,868+53.2% | $4,937+82.1% | $5,851+53.7% |
| Admin fee / account holder | $2,179 | $13,437-83.8% | $9,704-77.5% | $11,599-81.2% |