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 | $267,336 | $102,422+161.0% | $147,117+81.7% | $80,959+230.2% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 13.26% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $12,637 | $3,717+239.9% | $4,932+156.2% | $2,757+358.3% |
| Participant deferral / active EE | $11,888 | $6,652+78.7% | $8,065+47.4% | $4,300+176.4% |
| Admin fee / account holder | $17,342 | $7,953+118.0% | $12,993+33.5% | $6,925+150.4% |