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 | $442,323 | $100,911+338.3% | $90,440+389.1% | $158,966+178.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.40% | 1726.62%-1711.2pp | 1294.38%-1279.0pp | 302.95%-287.6pp |
| Employer contribution / active EE | $2,105 | $3,690-43.0% | $3,263-35.5% | $4,762-55.8% |
| Participant deferral / active EE | $13,000 | $4,348+199.0% | $3,964+228.0% | $5,983+117.3% |
| Admin fee / account holder | $2,786 | $6,507-57.2% | $5,615-50.4% | $11,250-75.2% |