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 | $373,534 | $111,535+234.9% | $105,223+255.0% | $137,256+172.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.56% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,549 | $3,939-35.3% | $3,689-30.9% | $4,156-38.7% |
| Participant deferral / active EE | $8,178 | $5,500+48.7% | $5,072+61.2% | $6,407+27.6% |
| Admin fee / account holder | $3,558 | $9,721-63.4% | $8,859-59.8% | $12,270-71.0% |