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 | $436,544 | $111,535+291.4% | $105,223+314.9% | $137,256+218.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.24% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $12,685 | $3,939+222.0% | $3,689+243.9% | $4,156+205.2% |
| Participant deferral / active EE | $7,875 | $5,500+43.2% | $5,072+55.3% | $6,407+22.9% |
| Admin fee / account holder | $15,315 | $9,721+57.5% | $8,859+72.9% | $12,270+24.8% |