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 | $308,311 | $124,346+147.9% | $111,308+177.0% | $167,536+84.0% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 11.90% | 37.45%-25.6pp | 54.67%-42.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $5,075 | $3,437+47.7% | $2,732+85.8% | $4,839+4.9% |
| Participant deferral / active EE | $9,653 | $5,182+86.3% | $4,487+115.1% | $6,342+52.2% |
| Admin fee / account holder | $3,821 | $10,621-64.0% | $7,965-52.0% | $12,315-69.0% |