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 | $251,897 | $116,203+116.8% | $93,621+169.1% | $152,897+64.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 35.30% | 35.96%-0.7pp | 32.76%+2.5pp | 345.43%-310.1pp |
| Employer contribution / active EE | $4,980 | $3,219+54.7% | $2,719+83.2% | $4,764+4.5% |
| Participant deferral / active EE | $5,934 | $4,605+28.9% | $4,070+45.8% | $5,851+1.4% |
| Admin fee / account holder | $2,179 | $10,751-79.7% | $7,890-72.4% | $11,599-81.2% |