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 | $580,027 | $116,167+399.3% | $64,489+799.4% | $137,256+322.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 15.23% | 36.55%-21.3pp | 55.03%-39.8pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,480 | $2,483-40.4% | $1,523-2.9% | $4,156-64.4% |
| Participant deferral / active EE | $15,500 | $4,215+267.7% | $2,778+457.9% | $6,407+141.9% |
| Admin fee / account holder | $4,241 | $6,188-31.5% | $4,260-0.4% | $12,270-65.4% |