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 | $427,956 | $112,729+279.6% | $98,716+333.5% | $137,256+211.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.15% | 38.48%-22.3pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,330 | $2,725+95.6% | $2,279+133.9% | $4,156+28.2% |
| Participant deferral / active EE | $17,041 | $4,640+267.2% | $4,048+321.0% | $6,407+166.0% |
| Admin fee / account holder | $1,571 | $10,129-84.5% | $8,703-82.0% | $12,270-87.2% |