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 | $447,463 | $157,304+184.5% | $141,197+216.9% | $152,909+192.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.76% | 64.34%-46.6pp | 71.41%-53.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $2,206 | $5,263-58.1% | $4,736-53.4% | $4,764-53.7% |
| Participant deferral / active EE | $13,105 | $7,111+84.3% | $6,710+95.3% | $5,851+124.0% |
| Admin fee / account holder | $1,331 | $12,126-89.0% | $10,265-87.0% | $11,601-88.5% |