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 | $612,261 | $223,823+173.5% | $211,142+190.0% | $154,746+295.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.69% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $16,976 | $6,787+150.1% | $6,442+163.5% | $4,379+287.7% |
| Participant deferral / active EE | $14,242 | $9,750+46.1% | $9,284+53.4% | $6,730+111.6% |
| Admin fee / account holder | $1,359 | $19,707-93.1% | $19,076-92.9% | $14,365-90.5% |