Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $392,051 | $103,038+280.5% | $90,324+334.0% | $152,909+156.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 17.59% | 95.25%-77.7pp | 78.15%-60.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $15,000 | $3,141+377.6% | $2,856+425.2% | $4,764+214.9% |
| Participant deferral / active EE | $6,406 | $4,282+49.6% | $3,885+64.9% | $5,851+9.5% |
| Admin fee / account holder | $8,436 | $6,177+36.6% | $5,356+57.5% | $11,601-27.3% |