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 | $553,978 | $157,304+252.2% | $141,197+292.3% | $152,909+262.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.84% | 64.34%-48.5pp | 71.41%-55.6pp | 345.46%-329.6pp |
| Employer contribution / active EE | $16,838 | $5,263+220.0% | $4,736+255.5% | $4,764+253.4% |
| Participant deferral / active EE | $13,789 | $7,111+93.9% | $6,710+105.5% | $5,851+135.7% |
| Admin fee / account holder | $1,454 | $12,126-88.0% | $10,265-85.8% | $11,601-87.5% |