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 | $351,069 | $97,125+261.5% | $86,233+307.1% | $137,256+155.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.32% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,162 | $2,841-59.1% | $2,504-53.6% | $4,156-72.0% |
| Participant deferral / active EE | $6,750 | $5,180+30.3% | $4,559+48.1% | $6,407+5.4% |
| Admin fee / account holder | $12,373 | $9,725+27.2% | $8,342+48.3% | $12,270+0.8% |