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 | $324,517 | $141,004+130.1% | $112,273+189.0% | $139,466+132.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.77% | 32.75%-18.0pp | 30.23%-15.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $20,856 | $4,285+386.7% | $3,431+507.8% | $4,754+338.7% |
| Participant deferral / active EE | $16,154 | $5,878+174.8% | $4,800+236.6% | $6,712+140.7% |
| Admin fee / account holder | $14,703 | $9,959+47.6% | $7,752+89.7% | $11,409+28.9% |