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 | $102,382+161.1% | $147,005+81.9% | $80,874+230.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 13.26% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $12,637 | $3,715+240.2% | $4,934+156.1% | $2,756+358.6% |
| Participant deferral / active EE | $11,888 | $6,646+78.9% | $8,070+47.3% | $4,297+176.7% |
| Admin fee / account holder | $17,342 | $7,942+118.4% | $13,006+33.3% | $6,935+150.1% |