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 | $332,271 | $104,937+216.6% | $84,628+292.6% | $152,897+117.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.24% | 373.88%-354.6pp | 258.80%-239.6pp | 345.43%-326.2pp |
| Employer contribution / active EE | $20,319 | $3,303+515.1% | $2,653+665.9% | $4,764+326.5% |
| Participant deferral / active EE | $13,313 | $4,690+183.9% | $3,900+241.4% | $5,851+127.5% |
| Admin fee / account holder | $3,864 | $6,243-38.1% | $4,914-21.4% | $11,599-66.7% |