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 | $324,136 | $132,634+144.4% | $115,768+180.0% | $137,256+136.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.07% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $9,801 | $3,360+191.7% | $2,940+233.4% | $4,156+135.8% |
| Participant deferral / active EE | $5,881 | $5,619+4.7% | $4,917+19.6% | $6,407-8.2% |
| Admin fee / account holder | $2,369 | $15,028-84.2% | $12,439-81.0% | $12,270-80.7% |