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 | $317,200 | $227,566+39.4% | $189,558+67.3% | $167,518+89.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 17.02% | 78.43%-61.4pp | 64.19%-47.2pp | 478.71%-461.7pp |
| Employer contribution / active EE | $13,616 | $5,316+156.2% | $4,412+208.6% | $4,838+181.4% |
| Participant deferral / active EE | $13,000 | $7,002+85.7% | $6,174+110.6% | $6,342+105.0% |
| Admin fee / account holder | $3,906 | $11,881-67.1% | $9,809-60.2% | $12,312-68.3% |