Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $310,735 | $118,877+161.4% | $96,570+221.8% | $167,536+85.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 14.64% | 50.50%-35.9pp | 37.79%-23.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,429 | $3,121-22.2% | $2,357+3.1% | $4,839-49.8% |
| Participant deferral / active EE | $3,888 | $4,617-15.8% | $3,849+1.0% | $6,342-38.7% |
| Admin fee / account holder | $4,499 | $8,069-44.2% | $6,182-27.2% | $12,315-63.5% |