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 | $293,739 | $131,835+122.8% | $108,582+170.5% | $273,972+7.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.51% | -91.57%+108.1pp | -51.70%+68.2pp | 41.46%-25.0pp |
| Employer contribution / active EE | $22,018 | $4,913+348.2% | $3,758+485.8% | $4,869+352.2% |
| Participant deferral / active EE | $18,750 | $5,127+265.7% | $4,311+334.9% | $5,287+254.6% |
| Admin fee / account holder | $7,192 | $10,253-29.9% | $7,645-5.9% | $10,133-29.0% |