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 | $746,340 | $181,062+312.2% | $158,223+371.7% | $155,188+380.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.59% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $12,685 | $4,565+177.9% | $4,109+208.7% | $4,248+198.6% |
| Participant deferral / active EE | $12,200 | $6,134+98.9% | $5,467+123.2% | $6,531+86.8% |
| Admin fee / account holder | $691 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |