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 | $390,658 | $176,786+121.0% | $146,643+166.4% | $167,536+133.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.76% | 24.04%-13.3pp | 22.75%-12.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $2,769 | $5,161-46.3% | $4,137-33.1% | $4,839-42.8% |
| Participant deferral / active EE | $15,160 | $6,440+135.4% | $5,506+175.3% | $6,342+139.0% |
| Admin fee / account holder | $1,872 | $13,262-85.9% | $10,280-81.8% | $12,315-84.8% |