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 | $468,362 | $154,145+203.8% | $130,014+260.2% | $139,427+235.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.46% | 32.49%-12.0pp | -137.22%+157.7pp | 373.27%-352.8pp |
| Employer contribution / active EE | $8,677 | $5,290+64.0% | $4,320+100.8% | $4,752+82.6% |
| Participant deferral / active EE | $21,462 | $6,711+219.8% | $5,821+268.7% | $6,711+219.8% |
| Admin fee / account holder | $2,071 | $14,009-85.2% | $10,616-80.5% | $11,404-81.8% |