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 | $331,923 | $103,000+222.3% | $90,300+267.6% | $152,885+117.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.95% | 95.19%-77.2pp | 78.11%-60.2pp | 345.39%-327.4pp |
| Employer contribution / active EE | $13,669 | $3,138+335.5% | $2,854+378.9% | $4,763+187.0% |
| Participant deferral / active EE | $8,615 | $4,281+101.3% | $3,884+121.8% | $5,851+47.2% |
| Admin fee / account holder | $7,395 | $6,173+19.8% | $5,353+38.2% | $11,598-36.2% |