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 | $261,445 | $156,616+66.9% | $133,346+96.1% | $198,609+31.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.15% | 44.25%-29.1pp | 36.85%-21.7pp | 202.70%-187.5pp |
| Employer contribution / active EE | $12,774 | $3,368+279.3% | $2,853+347.7% | $5,055+152.7% |
| Participant deferral / active EE | $2,797 | $4,920-43.2% | $4,332-35.4% | $6,977-59.9% |
| Admin fee / account holder | $2,385 | $17,468-86.3% | $14,264-83.3% | $19,030-87.5% |