Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $357,549 | $106,905+234.5% | $84,020+325.6% | $152,885+133.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 7.97% | 105.00%-97.0pp | 71.31%-63.3pp | 345.39%-337.4pp |
| Employer contribution / active EE | $1,100 | $2,735-59.8% | $1,984-44.5% | $4,763-76.9% |
| Participant deferral / active EE | $7,650 | $4,012+90.7% | $3,239+136.2% | $5,851+30.8% |
| Admin fee / account holder | $8,398 | $8,287+1.3% | $6,101+37.7% | $11,598-27.6% |