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 | $314,685 | $157,276+100.1% | $141,177+122.9% | $152,885+105.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.89% | 64.33%-35.4pp | 71.40%-42.5pp | 345.39%-316.5pp |
| Employer contribution / active EE | $2,485 | $5,262-52.8% | $4,736-47.5% | $4,763-47.8% |
| Participant deferral / active EE | $9,892 | $7,110+39.1% | $6,710+47.4% | $5,851+69.1% |
| Admin fee / account holder | $2,061 | $12,123-83.0% | $10,263-79.9% | $11,598-82.2% |