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 | $296,171 | $132,634+123.3% | $115,768+155.8% | $137,256+115.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.52% | 160.70%-148.2pp | 100.46%-87.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,083 | $3,360-38.0% | $2,940-29.1% | $4,156-49.9% |
| Participant deferral / active EE | $10,522 | $5,619+87.3% | $4,917+114.0% | $6,407+64.2% |
| Admin fee / account holder | $2,484 | $15,028-83.5% | $12,439-80.0% | $12,270-79.8% |