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 | $256,808 | $96,123+167.2% | $77,361+232.0% | $198,609+29.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 4.73% | 2054.81%-2050.1pp | 1011.54%-1006.8pp | 202.70%-198.0pp |
| Employer contribution / active EE | $21,696 | $3,791+472.3% | $2,990+625.6% | $5,055+329.2% |
| Participant deferral / active EE | $15,250 | $4,975+206.6% | $3,911+289.9% | $6,977+118.6% |
| Admin fee / account holder | $9,620 | $9,471+1.6% | $5,894+63.2% | $19,030-49.4% |