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 | $318,306 | $166,131+91.6% | $164,975+92.9% | $145,877+118.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.59% | 100.37%-90.8pp | 70.12%-60.5pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,341 | $5,276-74.6% | $4,343-69.1% | $4,663-71.2% |
| Participant deferral / active EE | $15,720 | $6,962+125.8% | $6,033+160.5% | $6,691+135.0% |
| Admin fee / account holder | $10,251 | $16,648-38.4% | $12,688-19.2% | $13,402-23.5% |