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 | $518,351 | $152,612+239.7% | $125,192+314.0% | $152,897+239.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.03% | 54.85%-33.8pp | 43.79%-22.8pp | 345.43%-324.4pp |
| Employer contribution / active EE | $10,480 | $4,947+111.8% | $3,866+171.1% | $4,764+120.0% |
| Participant deferral / active EE | $14,689 | $5,868+150.3% | $4,937+197.5% | $5,851+151.1% |
| Admin fee / account holder | $1,654 | $13,437-87.7% | $9,704-83.0% | $11,599-85.7% |