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 | $448,723 | $185,312+142.1% | $161,489+177.9% | $154,746+190.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.25% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $25,799 | $4,769+441.0% | $4,268+504.4% | $4,379+489.1% |
| Participant deferral / active EE | $9,735 | $6,350+53.3% | $5,630+72.9% | $6,730+44.6% |
| Admin fee / account holder | $78,920 | $18,654+323.1% | $16,006+393.1% | $14,365+449.4% |