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 | $429,040 | $166,268+158.0% | $165,100+159.9% | $145,897+194.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.55% | 100.52%-90.0pp | 70.21%-59.7pp | 552.29%-541.7pp |
| Employer contribution / active EE | $15,342 | $5,284+190.4% | $4,348+252.8% | $4,663+229.0% |
| Participant deferral / active EE | $18,838 | $6,964+170.5% | $6,035+212.1% | $6,689+181.6% |
| Admin fee / account holder | $3,849 | $16,659-76.9% | $12,696-69.7% | $13,390-71.3% |