Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $354,619 | $107,941+228.5% | $91,994+285.5% | $152,897+131.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.10% | 89.28%-73.2pp | 69.04%-52.9pp | 345.43%-329.3pp |
| Employer contribution / active EE | $32,846 | $4,212+679.9% | $3,453+851.3% | $4,764+589.5% |
| Participant deferral / active EE | $22,600 | $6,366+255.0% | $5,924+281.5% | $5,851+286.3% |
| Admin fee / account holder | $1,678 | $10,521-84.1% | $7,744-78.3% | $11,599-85.5% |