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 | $301,712 | $166,242+81.5% | $165,071+82.8% | $145,884+106.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.32% | 100.44%-88.1pp | 70.17%-57.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $26,583 | $5,283+403.2% | $4,347+511.5% | $4,662+470.2% |
| Participant deferral / active EE | $11,067 | $6,964+58.9% | $6,035+83.4% | $6,690+65.4% |
| Admin fee / account holder | $10,472 | $16,658-37.1% | $12,695-17.5% | $13,392-21.8% |