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 | $299,472 | $102,638+191.8% | $81,991+265.2% | $158,966+88.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.56% | 61.05%-41.5pp | 41.31%-21.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,954 | $3,241-39.7% | $2,498-21.8% | $4,762-59.0% |
| Participant deferral / active EE | $9,338 | $4,649+100.9% | $3,722+150.9% | $5,983+56.1% |
| Admin fee / account holder | $7,222 | $8,237-12.3% | $5,665+27.5% | $11,250-35.8% |