Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $307,445 | $110,801+177.5% | $86,615+255.0% | $167,536+83.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.42% | 116.96%-100.5pp | 63.51%-47.1pp | 478.82%-462.4pp |
| Employer contribution / active EE | $10,150 | $3,245+212.8% | $2,496+306.7% | $4,839+109.8% |
| Participant deferral / active EE | $9,282 | $4,547+104.1% | $3,699+150.9% | $6,342+46.4% |
| Admin fee / account holder | $2,061 | $8,417-75.5% | $5,830-64.6% | $12,315-83.3% |