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 | $321,569 | $227,399+41.4% | $189,758+69.5% | $198,609+61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.98% | 61.03%-42.1pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $19,370 | $5,526+250.5% | $4,767+306.4% | $5,055+283.2% |
| Participant deferral / active EE | $11,500 | $6,837+68.2% | $5,856+96.4% | $6,977+64.8% |
| Admin fee / account holder | $3,917 | $25,162-84.4% | $20,388-80.8% | $19,030-79.4% |