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 | $404,497 | $108,922+271.4% | $100,398+302.9% | $145,978+177.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.46% | 58.04%-40.6pp | 49.32%-31.9pp | 550.52%-533.1pp |
| Employer contribution / active EE | $24,435 | $4,426+452.1% | $3,946+519.3% | $4,662+424.1% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,188 | $9,680-46.4% | $7,893-34.3% | $13,400-61.3% |