Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $482,208 | $111,535+332.3% | $105,223+358.3% | $137,256+251.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.49% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,016 | $3,939-23.4% | $3,689-18.2% | $4,156-27.4% |
| Participant deferral / active EE | $23,219 | $5,500+322.2% | $5,072+357.8% | $6,407+262.4% |
| Admin fee / account holder | $351 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |