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 | $454,112 | $111,535+307.1% | $105,223+331.6% | $137,256+230.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.53% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $46,000 | $3,939+1067.7% | $3,689+1147.1% | $4,156+1006.8% |
| Participant deferral / active EE | $32,004 | $5,500+481.9% | $5,072+531.0% | $6,407+399.5% |
| Admin fee / account holder | $3,085 | $9,721-68.3% | $8,859-65.2% | $12,270-74.9% |