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 | $446,733 | $176,838+152.6% | $146,685+204.6% | $167,518+166.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.51% | 24.04%-13.5pp | 22.75%-12.2pp | 478.71%-468.2pp |
| Employer contribution / active EE | $23,709 | $5,161+359.4% | $4,137+473.1% | $4,838+390.0% |
| Participant deferral / active EE | $10,823 | $6,441+68.0% | $5,507+96.5% | $6,342+70.7% |
| Admin fee / account holder | $23,467 | $13,262+77.0% | $10,281+128.3% | $12,312+90.6% |