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 | $351,638 | $154,754+127.2% | $124,206+183.1% | $138,895+153.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.37% | 709.28%-692.9pp | 515.27%-498.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $18,193 | $4,446+309.2% | $3,540+413.9% | $4,194+333.8% |
| Participant deferral / active EE | $19,308 | $4,621+317.8% | $3,968+386.6% | $6,396+201.9% |
| Admin fee / account holder | $47,145 | $6,690+604.7% | $5,929+695.2% | $12,562+275.3% |