Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $496,689 | $115,814+328.9% | $101,275+390.4% | $158,982+212.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.67% | 56.16%-47.5pp | 46.48%-37.8pp | 302.99%-294.3pp |
| Employer contribution / active EE | $19,894 | $4,176+376.4% | $3,660+443.5% | $4,763+317.7% |
| Participant deferral / active EE | $16,493 | $4,958+232.6% | $4,371+277.4% | $5,983+175.6% |
| Admin fee / account holder | $4,390 | $7,249-39.4% | $5,948-26.2% | $11,252-61.0% |