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 | $303,752 | $100,911+201.0% | $90,440+235.9% | $158,966+91.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.69% | 1726.62%-1707.9pp | 1294.38%-1275.7pp | 302.95%-284.3pp |
| Employer contribution / active EE | $3,174 | $3,690-14.0% | $3,263-2.7% | $4,762-33.3% |
| Participant deferral / active EE | $8,606 | $4,348+97.9% | $3,964+117.1% | $5,983+43.8% |
| Admin fee / account holder | $12,143 | $6,507+86.6% | $5,615+116.3% | $11,250+7.9% |