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 | $571,643 | $115,814+393.6% | $101,275+464.4% | $158,982+259.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.57% | 56.16%-38.6pp | 46.48%-28.9pp | 302.99%-285.4pp |
| Employer contribution / active EE | $14,492 | $4,176+247.1% | $3,660+296.0% | $4,763+204.3% |
| Participant deferral / active EE | $12,200 | $4,958+146.1% | $4,371+179.1% | $5,983+103.9% |
| Admin fee / account holder | $5,732 | $7,249-20.9% | $5,948-3.6% | $11,252-49.1% |