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 | $553,026 | $185,856+197.6% | $170,028+225.3% | $139,456+296.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.22% | 60.52%-37.3pp | 53.39%-30.2pp | 373.45%-350.2pp |
| Employer contribution / active EE | $3,819 | $7,593-49.7% | $6,788-43.7% | $4,753-19.6% |
| Participant deferral / active EE | $10,202 | $11,623-12.2% | $10,409-2.0% | $6,711+52.0% |
| Admin fee / account holder | $5,145 | $15,387-66.6% | $12,820-59.9% | $11,407-54.9% |