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 | $309,774 | $162,812+90.3% | $133,971+131.2% | $158,966+94.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.92% | 41.94%-28.0pp | 45.09%-31.2pp | 302.95%-289.0pp |
| Employer contribution / active EE | $17,627 | $4,976+254.2% | $3,919+349.8% | $4,762+270.1% |
| Participant deferral / active EE | $8,667 | $5,910+46.6% | $5,047+71.7% | $5,983+44.9% |
| Admin fee / account holder | $2,759 | $11,741-76.5% | $8,929-69.1% | $11,250-75.5% |