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 | $294,775 | $152,612+93.2% | $125,192+135.5% | $152,897+92.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.02% | 54.85%-39.8pp | 43.79%-28.8pp | 345.43%-330.4pp |
| Employer contribution / active EE | $8,571 | $4,947+73.3% | $3,866+121.7% | $4,764+79.9% |
| Participant deferral / active EE | $14,748 | $5,868+151.3% | $4,937+198.7% | $5,851+152.1% |
| Admin fee / account holder | $70,359 | $13,437+423.6% | $9,704+625.1% | $11,599+506.6% |