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 | $386,209 | $112,121+244.5% | $95,960+302.5% | $158,966+143.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.93% | 171.16%-153.2pp | 91.63%-73.7pp | 302.95%-285.0pp |
| Employer contribution / active EE | $12,697 | $3,199+296.9% | $2,541+399.6% | $4,762+166.6% |
| Participant deferral / active EE | $18,528 | $4,784+287.3% | $4,167+344.7% | $5,983+209.7% |
| Admin fee / account holder | $35,286 | $10,135+248.2% | $6,797+419.1% | $11,250+213.7% |