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 | $309,433 | $138,075+124.1% | $123,552+150.4% | $135,379+128.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 13.68% | 153.70%-140.0pp | 119.20%-105.5pp | 519.79%-506.1pp |
| Employer contribution / active EE | $3,230 | $5,152-37.3% | $4,628-30.2% | $4,779-32.4% |
| Participant deferral / active EE | $10,519 | $6,800+54.7% | $6,426+63.7% | $5,609+87.5% |
| Admin fee / account holder | $23,801 | $10,917+118.0% | $9,285+156.4% | $10,828+119.8% |