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 | $704,239 | $157,829+346.2% | $136,867+414.5% | $198,609+254.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 6.99% | 51.25%-44.3pp | 42.97%-36.0pp | 202.70%-195.7pp |
| Employer contribution / active EE | $35,133 | $3,923+795.6% | $3,547+890.5% | $5,055+595.0% |
| Participant deferral / active EE | $26,500 | $5,463+385.1% | $4,924+438.2% | $6,977+279.8% |
| Admin fee / account holder | $14,432 | $11,107+29.9% | $10,340+39.6% | $19,030-24.2% |