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 | $427,178 | $157,276+171.6% | $141,177+202.6% | $152,885+179.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.26% | 64.33%-30.1pp | 71.40%-37.1pp | 345.39%-311.1pp |
| Employer contribution / active EE | $2,190 | $5,262-58.4% | $4,736-53.8% | $4,763-54.0% |
| Participant deferral / active EE | $15,523 | $7,110+118.3% | $6,710+131.3% | $5,851+165.3% |
| Admin fee / account holder | $2,384 | $12,123-80.3% | $10,263-76.8% | $11,598-79.4% |