Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $432,439 | $157,304+174.9% | $141,197+206.3% | $152,909+182.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.17% | 64.34%-36.2pp | 71.41%-43.2pp | 345.46%-317.3pp |
| Employer contribution / active EE | $12,779 | $5,263+142.8% | $4,736+169.8% | $4,764+168.3% |
| Participant deferral / active EE | $18,119 | $7,111+154.8% | $6,710+170.0% | $5,851+209.6% |
| Admin fee / account holder | $3,666 | $12,126-69.8% | $10,265-64.3% | $11,601-68.4% |