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 | $479,477 | $157,304+204.8% | $141,197+239.6% | $152,909+213.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.78% | 64.34%-42.6pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,709 | $5,263-67.5% | $4,736-63.9% | $4,764-64.1% |
| Participant deferral / active EE | $9,000 | $7,111+26.6% | $6,710+34.1% | $5,851+53.8% |
| Admin fee / account holder | $3,156 | $12,126-74.0% | $10,265-69.3% | $11,601-72.8% |