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 | $349,158 | $166,242+110.0% | $165,071+111.5% | $145,884+139.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.93% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $8,499 | $5,283+60.9% | $4,347+95.5% | $4,662+82.3% |
| Participant deferral / active EE | $9,600 | $6,964+37.8% | $6,035+59.1% | $6,690+43.5% |
| Admin fee / account holder | $1,143 | $16,658-93.1% | $12,695-91.0% | $13,392-91.5% |