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 | $371,942 | $166,020+124.0% | $164,866+125.6% | $145,959+154.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.20% | 100.08%-81.9pp | 69.97%-51.8pp | 561.95%-543.7pp |
| Employer contribution / active EE | $2,390 | $5,275-54.7% | $4,343-45.0% | $4,661-48.7% |
| Participant deferral / active EE | $13,731 | $6,961+97.3% | $6,033+127.6% | $6,689+105.3% |
| Admin fee / account holder | $8,588 | $16,644-48.4% | $12,689-32.3% | $13,398-35.9% |