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 | $252,444 | $99,053+154.9% | $88,179+186.3% | $138,895+81.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.68% | 78.17%-60.5pp | 64.97%-47.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $9,883 | $2,882+242.9% | $2,549+287.7% | $4,194+135.6% |
| Participant deferral / active EE | $13,216 | $5,225+152.9% | $4,614+186.4% | $6,396+106.6% |
| Admin fee / account holder | $5,346 | $8,748-38.9% | $7,673-30.3% | $12,562-57.4% |