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 | $301,875 | $148,623+103.1% | $135,974+122.0% | $139,466+116.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.01% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $2,022 | $5,246-61.5% | $4,859-58.4% | $4,754-57.5% |
| Participant deferral / active EE | $7,481 | $8,103-7.7% | $7,760-3.6% | $6,712+11.5% |
| Admin fee / account holder | $25,217 | $12,406+103.3% | $10,767+134.2% | $11,409+121.0% |