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 | $366,861 | $111,535+228.9% | $105,223+248.6% | $137,256+167.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.96% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $17,707 | $3,939+349.5% | $3,689+380.1% | $4,156+326.1% |
| Participant deferral / active EE | $12,851 | $5,500+133.7% | $5,072+153.4% | $6,407+100.6% |
| Admin fee / account holder | $1,551 | $9,721-84.0% | $8,859-82.5% | $12,270-87.4% |