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 | $463,180 | $228,395+102.8% | $185,861+149.2% | $158,982+191.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.11% | 40.82%-27.7pp | 35.96%-22.8pp | 302.99%-289.9pp |
| Employer contribution / active EE | $19,963 | $4,968+301.9% | $4,088+388.3% | $4,763+319.1% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,939 | $11,869+51.1% | $9,503+88.8% | $11,252+59.4% |