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 | $255,664 | $111,785+128.7% | $93,669+172.9% | $145,877+75.3% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 14.79% | 203.79%-189.0pp | 133.59%-118.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $11,111 | $3,096+258.9% | $2,424+358.5% | $4,663+138.3% |
| Participant deferral / active EE | $6,726 | $4,919+36.8% | $4,416+52.3% | $6,691+0.5% |
| Admin fee / account holder | $930 | $10,256-90.9% | $8,291-88.8% | $13,402-93.1% |