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 | $410,823 | $217,432+88.9% | $185,849+121.1% | $167,536+145.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.23% | 148.42%-136.2pp | 122.10%-109.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $38,500 | $5,875+555.4% | $5,169+644.9% | $4,839+695.6% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,569+308.5% | $6,342+258.7% |
| Admin fee / account holder | $358 | $19,818-98.2% | $16,244-97.8% | $12,315-97.1% |