Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $312,847 | $104,650+198.9% | $83,854+273.1% | $155,188+101.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 65.09% | 28.97%+36.1pp | 31.39%+33.7pp | 148.84%-83.8pp |
| Employer contribution / active EE | $7,590 | $1,196+534.4% | $1,017+646.1% | $4,248+78.7% |
| Participant deferral / active EE | $24,542 | $2,367+936.7% | $2,035+1105.9% | $6,531+275.8% |
| Admin fee / account holder | $1,156 | $3,518-67.2% | $3,197-63.9% | $14,480-92.0% |