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 | $478,830 | $132,634+261.0% | $115,768+313.6% | $137,256+248.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.61% | 160.70%-147.1pp | 100.46%-86.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,190 | $3,360-34.8% | $2,940-25.5% | $4,156-47.3% |
| Participant deferral / active EE | $6,843 | $5,619+21.8% | $4,917+39.2% | $6,407+6.8% |
| Admin fee / account holder | $3,597 | $15,028-76.1% | $12,439-71.1% | $12,270-70.7% |