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 | $574,204 | $223,823+156.5% | $211,142+172.0% | $154,746+271.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.21% | 50.39%-37.2pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $29,334 | $6,787+332.2% | $6,442+355.3% | $4,379+569.9% |
| Participant deferral / active EE | $22,747 | $9,750+133.3% | $9,284+145.0% | $6,730+238.0% |
| Admin fee / account holder | $5,090 | $19,707-74.2% | $19,076-73.3% | $14,365-64.6% |