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 | $377,869 | $99,053+281.5% | $88,179+328.5% | $138,895+172.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.13% | 78.17%-65.0pp | 64.97%-51.8pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,878 | $2,882-34.8% | $2,549-26.3% | $4,194-55.2% |
| Participant deferral / active EE | $1,878 | $5,225-64.1% | $4,614-59.3% | $6,396-70.6% |
| Admin fee / account holder | $5,059 | $8,748-42.2% | $7,673-34.1% | $12,562-59.7% |