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 | $421,552 | $101,618+314.8% | $93,063+353.0% | $137,256+207.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.92% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $13,000 | $2,707+380.2% | $2,476+425.0% | $4,156+212.8% |
| Participant deferral / active EE | $18,200 | $4,279+325.3% | $3,958+359.8% | $6,407+184.1% |
| Admin fee / account holder | $24,424 | $6,198+294.0% | $6,033+304.8% | $12,270+99.1% |