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 | $347,957 | $149,754+132.4% | $118,934+192.6% | $158,931+118.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.36% | 19.95%-5.6pp | 35.88%-21.5pp | 302.86%-288.5pp |
| Employer contribution / active EE | $13,333 | $4,116+223.9% | $3,263+308.6% | $4,761+180.0% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $39,088 | $8,603+354.4% | $6,580+494.0% | $11,247+247.5% |