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 | $321,966 | $110,410+191.6% | $102,437+214.3% | $145,897+120.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 24.85%-11.2pp | 24.95%-11.3pp | 552.29%-538.6pp |
| Employer contribution / active EE | $17,388 | $4,217+312.3% | $3,871+349.2% | $4,663+272.9% |
| Participant deferral / active EE | $16,841 | $5,622+199.6% | $5,060+232.8% | $6,689+151.8% |
| Admin fee / account holder | $2,496 | $9,745-74.4% | $8,388-70.2% | $13,390-81.4% |