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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 | $365,345 | $124,980+192.3% | $108,359+237.2% | $154,746+136.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 12.03% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $10,909 | $2,851+282.7% | $2,399+354.6% | $4,379+149.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,837 | $11,502-23.2% | $9,741-9.3% | $14,365-38.5% |