Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $320,335 | $166,242+92.7% | $165,071+94.1% | $145,884+119.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.45% | 100.44%-79.0pp | 70.17%-48.7pp | 551.85%-530.4pp |
| Employer contribution / active EE | $4,000 | $5,283-24.3% | $4,347-8.0% | $4,662-14.2% |
| Participant deferral / active EE | $16,500 | $6,964+136.9% | $6,035+173.4% | $6,690+146.7% |
| Admin fee / account holder | $3,406 | $16,658-79.6% | $12,695-73.2% | $13,392-74.6% |