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 | $377,184 | $154,209+144.6% | $130,062+190.0% | $139,487+170.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 32.52%-19.5pp | -137.37%+150.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $17,527 | $5,292+231.2% | $4,322+305.5% | $4,755+268.6% |
| Participant deferral / active EE | $11,950 | $6,709+78.1% | $5,821+105.3% | $6,713+78.0% |
| Admin fee / account holder | $1,603 | $13,988-88.5% | $10,601-84.9% | $11,407-85.9% |