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 | $302,881 | $85,060+256.1% | $70,565+329.2% | $139,487+117.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 50.08% | 30.39%+19.7pp | 32.79%+17.3pp | 373.84%-323.8pp |
| Employer contribution / active EE | $20,396 | $3,912+421.4% | $2,976+585.4% | $4,755+329.0% |
| Participant deferral / active EE | $22,500 | $5,891+281.9% | $4,568+392.5% | $6,713+235.2% |
| Admin fee / account holder | $2,264 | $8,932-74.7% | $6,430-64.8% | $11,407-80.2% |