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 | $697,698 | $102,938+577.8% | $94,105+641.4% | $138,895+402.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 14.48% | 250.28%-235.8pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,319 | $2,732-15.1% | $2,504-7.4% | $4,194-44.7% |
| Participant deferral / active EE | $22,267 | $4,196+430.6% | $3,881+473.8% | $6,396+248.1% |
| Admin fee / account holder | $6,665 | $6,600+1.0% | $6,199+7.5% | $12,562-46.9% |