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 | $649,037 | $254,759+154.8% | $216,567+199.7% | $198,609+226.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.45% | 10.04%-0.6pp | 12.94%-3.5pp | 202.70%-193.3pp |
| Employer contribution / active EE | $28,011 | $6,096+359.5% | $5,216+437.0% | $5,055+454.1% |
| Participant deferral / active EE | $15,250 | $6,948+119.5% | $6,191+146.3% | $6,977+118.6% |
| Admin fee / account holder | $224,347 | $26,311+752.7% | $21,981+920.7% | $19,030+1078.9% |