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 | $355,332 | $107,941+229.2% | $91,994+286.3% | $152,909+132.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.67% | 89.28%-64.6pp | 69.04%-44.4pp | 345.46%-320.8pp |
| Employer contribution / active EE | $23,061 | $4,212+447.6% | $3,453+567.9% | $4,764+384.1% |
| Participant deferral / active EE | $14,905 | $6,366+134.2% | $5,924+151.6% | $5,851+154.7% |
| Admin fee / account holder | $90,286 | $10,521+758.2% | $7,744+1065.9% | $11,601+678.3% |