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 | $440,252 | $110,551+298.2% | $80,741+445.3% | $167,536+162.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 5.91% | 120.57%-114.7pp | 87.30%-81.4pp | 478.82%-472.9pp |
| Employer contribution / active EE | $1,648 | $1,543+6.8% | $1,160+42.1% | $4,839-65.9% |
| Participant deferral / active EE | $1,091 | $2,870-62.0% | $2,145-49.2% | $6,342-82.8% |
| Admin fee / account holder | $416 | $4,547-90.8% | $3,380-87.7% | $12,315-96.6% |