Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $385,403 | $99,995+285.4% | $85,063+353.1% | $145,978+164.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.89% | 83.99%-73.1pp | 66.54%-55.6pp | 550.52%-539.6pp |
| Employer contribution / active EE | $20,976 | $3,231+549.2% | $2,727+669.2% | $4,662+350.0% |
| Participant deferral / active EE | $17,724 | $5,295+234.7% | $4,523+291.9% | $6,690+164.9% |
| Admin fee / account holder | $2,840 | $7,255-60.9% | $6,155-53.9% | $13,400-78.8% |