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 | $499,131 | $201,344+147.9% | $184,243+170.9% | $145,877+242.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.52% | 29.01%-8.5pp | 28.82%-8.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $13,604 | $7,022+93.7% | $6,427+111.7% | $4,663+191.8% |
| Participant deferral / active EE | $8,500 | $9,807-13.3% | $9,132-6.9% | $6,691+27.0% |
| Admin fee / account holder | $1,291 | $16,382-92.1% | $13,914-90.7% | $13,402-90.4% |